|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.21M
|
+$5.39M
|
+119,227
|
+529%
|
|
|
27
|
Refined Wealth Management
Salt Lake City,
Utah
|
$6.89M
|
+$222K
|
+4,920
|
+4%
|
|
|
28
|
Advance Capital Management
Southfield,
Michigan
|
$6.51M
|
+$1.35M
|
+29,855
|
+30%
|
|
|
29
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.96M
|
+$1.29M
|
+28,452
|
+32%
|
|
|
30
|
Fedenia Advisers
Madison,
Wisconsin
|
$5.8M
|
+$5.15M
|
+113,980
|
New
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.7M
|
+$3.83M
|
+84,746
|
+309%
|
|
|
32
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$5.23M
|
+$4.65M
|
+102,912
|
New
|
|
|
33
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.04M
|
+$823K
|
+18,202
|
+22%
|
|
|
34
|
Kedalion Capital Management
London,
United Kingdom
|
$4.69M
|
+$4.17M
|
+92,318
|
New
|
|
|
35
|
|
$4.65M
|
+$700K
|
+15,494
|
+20%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.58M
|
+$1.19M
|
+26,232
|
+41%
|
|
|
37
|
Beam Wealth Advisors
Covington,
Louisiana
|
$4.57M
|
+$1.55M
|
+34,307
|
+62%
|
|
|
38
|
Guggenheim Capital
Chicago,
Illinois
|
$4.52M
|
+$949K
|
+21,000
|
+31%
|
|
|
39
|
First Trust Advisors
Wheaton,
Illinois
|
$4.07M
|
+$3.62M
|
+80,085
|
New
|
|
|
40
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.64M
|
+$113K
|
+2,501
|
+4%
|
|
|
41
|
Perigon Wealth Management
San Francisco,
California
|
$3.06M
|
+$439K
|
+9,718
|
+21%
|
|
|
42
|
|
$3.04M
|
+$2.7M
|
+59,705
|
New
|
|
|
43
|
IEQ Capital
Foster City,
California
|
$2.91M
|
+$1.03M
|
+22,782
|
+66%
|
|
|
44
|
Claro Advisors
Boston,
Massachusetts
|
$2.9M
|
+$1.15M
|
+25,393
|
+80%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$2.88M
|
+$341K
|
+7,536
|
+15%
|
|
|
46
|
Embree Financial Group
Chicago,
Illinois
|
$2.82M
|
+$237K
|
+5,254
|
+10%
|
|
|
47
|
TAP Consulting
Kirkwood,
Missouri
|
$2.76M
|
-$70.5K
|
-1,560
|
-3%
|
|
|
48
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.67M
|
+$2.37M
|
+52,528
|
New
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
+$2.26M
|
+49,900
|
New
|
|
|
50
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.44M
|
+$1.75M
|
+38,684
|
+418%
|
|
