|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.3M
|
-$1.16M
|
-17,946
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.96M
|
+$904K
|
+13,947
|
+10%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.47M
|
+$1.65M
|
+25,415
|
+22%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$8.03M
|
+$1.25M
|
+19,353
|
+19%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
$5.55M
|
-$5.37M
|
-82,891
|
-50%
|
|
|
6
|
Park Avenue Securities
New York
|
$5.16M
|
+$585K
|
+9,028
|
+13%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.81M
|
-$786K
|
-12,134
|
-18%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.54M
|
+$790K
|
+12,192
|
+30%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.32M
|
-$3.43K
|
-53
|
-0.1%
|
|
|
10
|
Ariadne Wealth Management
Santa Barbara,
California
|
$3.27M
|
-$242K
|
-3,735
|
-7%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$2.96M
|
-$197K
|
-3,043
|
-6%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.38M
|
+$1.7M
|
+26,165
|
+287%
|
|
|
13
|
|
$1.78M
|
+$1.7M
|
+26,294
|
New
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$999K
|
+$59.6K
|
+920
|
+7%
|
|
|
15
|
Dixon Fnancial Services
Lafayette,
California
|
$982K
|
–
|
–
|
–
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$961K
|
+$92.4K
|
+1,427
|
+11%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$818K
|
-$349K
|
-5,387
|
-31%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$808K
|
–
|
–
|
–
|
|
|
19
|
Cloud Capital Management
Seattle,
Washington
|
$797K
|
+$4.08K
|
+63
|
+0.5%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$744K
|
-$7.58K
|
-117
|
-1%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$616K
|
+$66.6K
|
+1,028
|
+13%
|
|
|
22
|
Endeavor Private Wealth
Topeka,
Kansas
|
$477K
|
+$32.6K
|
+503
|
+8%
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$476K
|
–
|
–
|
–
|
|
|
24
|
Ruedi Wealth Management
Champaign,
Illinois
|
$457K
|
–
|
–
|
–
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$439K
|
+$126K
|
+1,945
|
+43%
|
|
