|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.6M
|
+$10.9M
|
+240,768
|
+31%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$22.4M
|
+$220K
|
+4,878
|
+1%
|
|
|
3
|
Whitney & Co
Rochester,
New York
|
$18.7M
|
+$239K
|
+5,304
|
+1%
|
|
|
4
|
Boothe Investment Group
Dover,
Delaware
|
$16.2M
|
+$1.45M
|
+32,213
|
+10%
|
|
|
5
|
|
$13.5M
|
-$593K
|
-13,139
|
-4%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$12.9M
|
+$291K
|
+6,438
|
+2%
|
|
|
7
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.66M
|
+$1.45M
|
+32,100
|
+18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.61M
|
+$1.35M
|
+29,973
|
+17%
|
|
|
9
|
Waddell & Associates
Memphis,
Tennessee
|
$8.38M
|
+$52.4K
|
+1,161
|
+0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.38M
|
-$29K
|
-643
|
-0.5%
|
|
|
11
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.59M
|
+$216K
|
+4,781
|
+4%
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.26M
|
-$7.18K
|
-159
|
-0.1%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$4.87M
|
+$1.68M
|
+37,315
|
+53%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.83M
|
-$50.8K
|
-1,126
|
-1%
|
|
|
15
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$4.74M
|
+$2.32M
|
+51,321
|
+97%
|
|
|
16
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.51M
|
+$177K
|
+3,919
|
+5%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.44M
|
+$3.42M
|
+75,698
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.09M
|
+$1.67M
|
+37,003
|
+408%
|
|
|
19
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.87M
|
+$51.2K
|
+1,134
|
+3%
|
|
|
20
|
L & S Advisors
Los Angeles,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
21
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.38M
|
+$365K
|
+8,084
|
+36%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.32M
|
+$124K
|
+2,752
|
+10%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
-$2.55M
|
-56,596
|
-67%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.23M
|
+$1.22M
|
+27,139
|
New
|
|
|
25
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.22M
|
+$41.7K
|
+925
|
+4%
|
|
