|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$15.8M
|
-$982K
|
-14,476
|
-6%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$13.7M
|
+$5.26M
|
+77,603
|
+65%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$643K
|
+9,480
|
+6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.9M
|
+$1.04M
|
+15,369
|
+11%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
$6.05M
|
+$306K
|
+4,514
|
+5%
|
|
|
6
|
Park Avenue Securities
New York
|
$5.92M
|
+$568K
|
+8,367
|
+11%
|
|
|
7
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$4.84M
|
+$4.7M
|
+69,268
|
New
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.77M
|
-$166K
|
-2,451
|
-4%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$3.51M
|
+$431K
|
+6,355
|
+14%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.45M
|
+$22K
|
+324
|
+0.7%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.58M
|
+$114K
|
+1,677
|
+5%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$2.19M
|
+$2.13M
|
+31,356
|
New
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$1.27M
|
+$266K
|
+3,915
|
+28%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.05M
|
+$13.6K
|
+200
|
+1%
|
|
|
15
|
LAM Group
Lake Oswego,
Oregon
|
$1.05M
|
+$635K
|
+9,355
|
+166%
|
|
|
16
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.04M
|
+$533K
|
+7,853
|
+111%
|
|
|
17
|
Dixon Fnancial Services
Lafayette,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
18
|
Three Arch Wealth Management
Irvine,
California
|
$961K
|
+$934K
|
+13,764
|
New
|
|
|
19
|
Ariadne Wealth Management
Santa Barbara,
California
|
$950K
|
-$2.48M
|
-36,494
|
-75%
|
|
|
20
|
Cloud Capital Management
Seattle,
Washington
|
$880K
|
+$54.4K
|
+802
|
+7%
|
|
|
21
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$867K
|
+$546K
|
+8,048
|
+184%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$845K
|
–
|
–
|
–
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$841K
|
+$5.63K
|
+83
|
+0.7%
|
|
|
24
|
Colorado Capital Management
Boulder,
Colorado
|
$645K
|
+$7.39K
|
+109
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$635K
|
+$360K
|
+5,304
|
+140%
|
|
