|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.1M
|
-$584K
|
-10,130
|
-4%
|
|
|
2
|
Simplicity Wealth
Summit,
New Jersey
|
$10.3M
|
+$5.05M
|
+87,610
|
+113%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.31M
|
+$809K
|
+14,022
|
+12%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.14M
|
+$944K
|
+16,358
|
+17%
|
|
|
5
|
American Century Companies
Kansas City,
Missouri
|
$6.19M
|
+$368K
|
+6,383
|
+7%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.26M
|
+$3.95M
|
+68,544
|
New
|
|
|
7
|
Park Avenue Securities
New York
|
$4.19M
|
+$521K
|
+9,037
|
+15%
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$3.4M
|
+$32.8K
|
+568
|
+1%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.06M
|
+$361K
|
+6,256
|
+15%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.92M
|
+$223K
|
+3,869
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.5M
|
+$2.01M
|
+34,931
|
+664%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$1.09M
|
+$504K
|
+8,746
|
+100%
|
|
|
13
|
Dixon Fnancial Services
Lafayette,
California
|
$904K
|
–
|
–
|
–
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$863K
|
+$57.7K
|
+1,000
|
+8%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$796K
|
+$129K
|
+2,232
|
+21%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$744K
|
+$319K
|
+5,530
|
+86%
|
|
|
17
|
Cloud Capital Management
Seattle,
Washington
|
$742K
|
-$47.6K
|
-826
|
-7%
|
|
|
18
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$692K
|
+$16.3K
|
+283
|
+3%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$567K
|
+$525K
|
+9,110
|
New
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$504K
|
+$22.7K
|
+393
|
+5%
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$438K
|
–
|
–
|
–
|
|
|
22
|
Ruedi Wealth Management
Champaign,
Illinois
|
$421K
|
+$390K
|
+6,766
|
New
|
|
|
23
|
Endeavor Private Wealth
Topeka,
Kansas
|
$408K
|
+$86.1K
|
+1,493
|
+29%
|
|
|
24
|
LAM Group
Lake Oswego,
Oregon
|
$351K
|
+$17K
|
+295
|
+6%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$283K
|
+$263K
|
+4,556
|
New
|
|
