|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.5M
|
+$10.7M
|
+229,427
|
+22%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$22.7M
|
-$638K
|
-13,696
|
-3%
|
|
|
3
|
Whitney & Co
Rochester,
New York
|
$19.9M
|
+$427K
|
+9,170
|
+2%
|
|
|
4
|
Boothe Investment Group
Dover,
Delaware
|
$17.3M
|
+$270K
|
+5,804
|
+2%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$13.9M
|
+$400K
|
+8,579
|
+3%
|
|
|
6
|
|
$13.7M
|
-$383K
|
-8,213
|
-3%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.5M
|
+$11M
|
+236,606
|
+872%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.66M
|
+$2.95M
|
+63,337
|
+45%
|
|
|
9
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.63M
|
-$443K
|
-9,509
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.32M
|
-$689K
|
-14,787
|
-7%
|
|
|
11
|
Waddell & Associates
Memphis,
Tennessee
|
$8.63M
|
-$108K
|
-2,321
|
-1%
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.85M
|
+$2.32M
|
+49,871
|
+43%
|
|
|
13
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.97M
|
+$145K
|
+3,116
|
+3%
|
|
|
14
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$5.78M
|
+$5.68M
|
+121,960
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$5.37M
|
+$284K
|
+6,106
|
+6%
|
|
|
16
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5.34M
|
+$390K
|
+8,378
|
+8%
|
|
|
17
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.01M
|
-$25.3K
|
-544
|
-0.5%
|
|
|
18
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.62M
|
-$42.9K
|
-920
|
-1%
|
|
|
19
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$2.02M
|
+$61.3K
|
+1,316
|
+3%
|
|
|
20
|
L & S Advisors
Los Angeles,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
21
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.48M
|
+$275K
|
+5,896
|
+23%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.41M
|
+$31K
|
+666
|
+2%
|
|
|
23
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.39M
|
-$53.2K
|
-1,142
|
-4%
|
|
|
24
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.22M
|
-$60K
|
-1,289
|
-5%
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.14M
|
+$232K
|
+4,987
|
+26%
|
|
