|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.2M
|
-$1.08M
|
-23,609
|
-2%
|
|
|
2
|
Boothe Investment Group
Dover,
Delaware
|
$25.6M
|
+$7.33M
|
+160,379
|
+41%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$25.3M
|
+$16.7M
|
+365,897
|
+200%
|
|
|
4
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$25M
|
+$2.81M
|
+61,570
|
+13%
|
|
|
5
|
Whitney & Co
Rochester,
New York
|
$21.1M
|
+$1.1M
|
+23,984
|
+6%
|
|
|
6
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$15.7M
|
+$15.6M
|
+340,350
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$5.51M
|
+120,641
|
+56%
|
|
|
8
|
|
$13.2M
|
-$52.6K
|
-1,152
|
-0.4%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10M
|
+$1.27M
|
+27,877
|
+15%
|
|
|
10
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.78M
|
+$25.6K
|
+560
|
+0.3%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$8.91M
|
-$828K
|
-18,115
|
-9%
|
|
|
12
|
Waddell & Associates
Memphis,
Tennessee
|
$8.63M
|
+$130K
|
+2,852
|
+2%
|
|
|
13
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$8.09M
|
+$321K
|
+7,023
|
+4%
|
|
|
14
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.47M
|
-$4.52K
|
-99
|
-0.1%
|
|
|
15
|
Optima Capital
Beaverton,
Oregon
|
$6.37M
|
+$1.41M
|
+30,943
|
+29%
|
|
|
16
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.02M
|
+$491K
|
+10,738
|
+9%
|
|
|
17
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.94M
|
-$159K
|
-3,477
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.93M
|
+$174K
|
+3,804
|
+3%
|
|
|
19
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.03M
|
+$1.24M
|
+27,176
|
+33%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$4.68M
|
+$4.13M
|
+90,309
|
+824%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.51M
|
-$294K
|
-6,430
|
-6%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$4.3M
|
+$2.92M
|
+63,837
|
+218%
|
|
|
23
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$3.19M
|
+$2.21M
|
+48,372
|
+234%
|
|
|
24
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.43M
|
+$2.41M
|
+52,686
|
New
|
|
|
25
|
|
$2.31M
|
+$501K
|
+10,959
|
+28%
|
|
