|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2M
|
+$26.9M
|
+593,943
|
New
|
|
|
2
|
Boothe Investment Group
Dover,
Delaware
|
$20.5M
|
-$7.94M
|
-175,616
|
-27%
|
|
|
3
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$17.7M
|
+$890K
|
+19,666
|
+5%
|
|
|
4
|
Whitney & Co
Rochester,
New York
|
$16M
|
+$207K
|
+4,580
|
+1%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$13.2M
|
+$1.29M
|
+28,420
|
+11%
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$12.1M
|
+$5.02M
|
+110,905
|
+68%
|
|
|
7
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$7.77M
|
+$37.4K
|
+826
|
+0.5%
|
|
|
8
|
|
$7.21M
|
+$5M
|
+110,596
|
+210%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7M
|
+$774K
|
+17,100
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.16M
|
+$522K
|
+11,530
|
+9%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.06M
|
+$5.19M
|
+114,750
|
New
|
|
|
12
|
Landmark Wealth Management (New York)
Melville,
New York
|
$4.72M
|
+$173K
|
+3,827
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.93M
|
+$3.69M
|
+81,671
|
+1,105%
|
|
|
14
|
Waddell & Associates
Memphis,
Tennessee
|
$3.59M
|
+$3.68M
|
+81,298
|
New
|
|
|
15
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.46M
|
+$2.52M
|
+55,809
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
+$447K
|
+9,875
|
+30%
|
|
|
17
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.48M
|
+$91.1K
|
+2,013
|
+6%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$1.25M
|
-$6.49M
|
-143,538
|
-84%
|
|
|
19
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.12M
|
+$52.4K
|
+1,159
|
+5%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.08M
|
+$1.1M
|
+24,381
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$845K
|
+$129K
|
+2,856
|
+18%
|
|
|
22
|
Fortress Wealth Management
Culver City,
California
|
$843K
|
+$4.34K
|
+96
|
+0.5%
|
|
|
23
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$782K
|
+$35.3K
|
+780
|
+5%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$678K
|
-$1.33M
|
-29,411
|
-66%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$616K
|
+$168K
|
+3,705
|
+36%
|
|
