|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.1M
|
+$7.24M
|
+158,079
|
+25%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$22.4M
|
+$3.79M
|
+82,810
|
+20%
|
|
|
3
|
Whitney & Co
Rochester,
New York
|
$18.7M
|
+$829K
|
+18,118
|
+5%
|
|
|
4
|
Boothe Investment Group
Dover,
Delaware
|
$15.1M
|
-$6.13M
|
-133,980
|
-29%
|
|
|
5
|
|
$14.3M
|
-$148K
|
-3,228
|
-1%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$12.8M
|
+$1.34M
|
+29,235
|
+12%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$8.41M
|
-$44.5K
|
-973
|
-0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.33M
|
+$215K
|
+4,688
|
+3%
|
|
|
9
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$8.29M
|
+$378K
|
+8,257
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.48M
|
+$686K
|
+14,979
|
+12%
|
|
|
11
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.43M
|
+$284K
|
+6,209
|
+6%
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.33M
|
+$21.3K
|
+466
|
+0.4%
|
|
|
13
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.93M
|
-$66.2K
|
-1,446
|
-1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.86M
|
-$2.22M
|
-48,593
|
-37%
|
|
|
15
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.37M
|
+$554K
|
+12,113
|
+20%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$3.21M
|
+$263K
|
+5,750
|
+9%
|
|
|
17
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.82M
|
+$2.43M
|
+53,040
|
New
|
|
|
18
|
|
$2.15M
|
+$1.42M
|
+31,007
|
+196%
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.97M
|
-$10.3M
|
-223,928
|
-84%
|
|
|
20
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.84M
|
+$54.3K
|
+1,187
|
+3%
|
|
|
21
|
L & S Advisors
Los Angeles,
California
|
$1.46M
|
+$1.46M
|
+31,930
|
New
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.21M
|
+$1.2M
|
+26,305
|
New
|
|
|
23
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.19M
|
-$129K
|
-2,820
|
-10%
|
|
|
24
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.03M
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$987K
|
+$121K
|
+2,643
|
+14%
|
|
