|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.1M
|
+$17.4M
|
+610,397
|
+43%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.3M
|
+$1.99M
|
+69,613
|
+4%
|
|
|
3
|
Naviter Wealth
Little Rock,
Arkansas
|
$47.4M
|
+$1.38M
|
+48,446
|
+3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.4M
|
+$9.27M
|
+324,767
|
+32%
|
|
|
5
|
|
$32.3M
|
+$13.8M
|
+482,992
|
+73%
|
|
|
6
|
Goldstein Advisors
Madison,
Wisconsin
|
$29.2M
|
+$907K
|
+31,789
|
+3%
|
|
|
7
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$29.2M
|
+$865K
|
+30,309
|
+3%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$27.7M
|
+$2.06M
|
+72,143
|
+8%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$18.7M
|
+$610K
|
+21,385
|
+3%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.8M
|
+$5.73M
|
+200,877
|
+46%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$15.7M
|
-$1.24M
|
-43,407
|
-7%
|
|
|
12
|
Family Investment Center
Saint Joseph,
Missouri
|
$12.4M
|
-$3.56M
|
-124,707
|
-22%
|
|
|
13
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$11M
|
+$521K
|
+18,243
|
+5%
|
|
|
14
|
Frontier Asset Management
Sheridan,
Wyoming
|
$10.8M
|
-$327K
|
-11,468
|
-3%
|
|
|
15
|
|
$10.4M
|
-$82.9M
|
-2,903,244
|
-89%
|
|
|
16
|
ALM First Financial Advisors
Dallas,
Texas
|
$10.3M
|
+$2.77M
|
+97,064
|
+36%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$10.2M
|
+$1.94M
|
+67,882
|
+23%
|
|
|
18
|
Austin Wealth Management
Austin,
Texas
|
$8.92M
|
+$2.07M
|
+72,577
|
+29%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$8.75M
|
-$6.5M
|
-227,752
|
-42%
|
|
|
20
|
New York Life Investment Management
New York
|
$8.42M
|
+$189K
|
+6,605
|
+2%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$7.73M
|
+$7.84M
|
+274,731
|
New
|
|
|
22
|
FWG Holdings
Winter Park,
Florida
|
$6.99M
|
-$18.9K
|
-662
|
-0.3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.98M
|
+$1.03M
|
+36,099
|
+17%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.49M
|
+$379K
|
+13,291
|
+6%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$6.48M
|
+$3.67M
|
+128,611
|
+127%
|
|
