|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$89.5M
|
+$88.1M
|
+1,915,211
|
+6,537%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.3M
|
-$5.67M
|
-123,251
|
-10%
|
|
|
3
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$21.7M
|
+$62.4K
|
+1,356
|
+0.3%
|
|
|
4
|
Whitney & Co
Rochester,
New York
|
$19.6M
|
+$530K
|
+11,523
|
+3%
|
|
|
5
|
Boothe Investment Group
Dover,
Delaware
|
$17.9M
|
+$1.31M
|
+28,502
|
+8%
|
|
|
6
|
|
$13M
|
-$171K
|
-3,722
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.7M
|
+$804K
|
+17,484
|
+9%
|
|
|
8
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.57M
|
+$365K
|
+7,934
|
+4%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$9.56M
|
-$3.76M
|
-81,819
|
-28%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.59M
|
-$3.41M
|
-74,158
|
-28%
|
|
|
11
|
Waddell & Associates
Memphis,
Tennessee
|
$8.34M
|
+$88.2K
|
+1,917
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.28M
|
-$964K
|
-20,958
|
-10%
|
|
|
13
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$7.62M
|
+$2.13M
|
+46,218
|
+38%
|
|
|
14
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.33M
|
-$179K
|
-3,898
|
-2%
|
|
|
15
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.98M
|
+$274K
|
+5,960
|
+5%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$5.64M
|
+$516K
|
+11,220
|
+10%
|
|
|
17
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5.42M
|
+$314K
|
+6,836
|
+6%
|
|
|
18
|
Optima Capital
Beaverton,
Oregon
|
$4.84M
|
+$4.92M
|
+106,952
|
New
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.72M
|
-$76K
|
-1,652
|
-2%
|
|
|
20
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.71M
|
+$254K
|
+5,522
|
+7%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.42M
|
+$3.48M
|
+75,623
|
New
|
|
|
22
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$2.21M
|
+$2.25M
|
+48,878
|
New
|
|
|
23
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$2.15M
|
+$226K
|
+4,915
|
+12%
|
|
|
24
|
|
$1.77M
|
+$1.52M
|
+33,038
|
+545%
|
|
|
25
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.72M
|
+$311K
|
+6,752
|
+22%
|
|
