|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.2M
|
-$131K
|
-2,873
|
-0.3%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$27.7M
|
+$2.65M
|
+57,962
|
+11%
|
|
|
3
|
Boothe Investment Group
Dover,
Delaware
|
$27.4M
|
+$1.76M
|
+38,524
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
+$890K
|
+19,505
|
+4%
|
|
|
5
|
Whitney & Co
Rochester,
New York
|
$22.5M
|
+$1.35M
|
+29,569
|
+6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$18.3M
|
+$13.4M
|
+293,626
|
+290%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.2M
|
+$8.05M
|
+176,370
|
+81%
|
|
|
8
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$17M
|
+$1.25M
|
+27,358
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$639K
|
+13,993
|
+4%
|
|
|
10
|
|
$12.9M
|
-$257K
|
-5,640
|
-2%
|
|
|
11
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.8M
|
+$8.26K
|
+181
|
+0.1%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$9.02M
|
+$96.7K
|
+2,119
|
+1%
|
|
|
13
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$8.74M
|
+$626K
|
+13,721
|
+8%
|
|
|
14
|
Waddell & Associates
Memphis,
Tennessee
|
$8.44M
|
-$209K
|
-4,585
|
-2%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.22M
|
+$8.11M
|
+177,754
|
New
|
|
|
16
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7.44M
|
+$2.36M
|
+51,746
|
+47%
|
|
|
17
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.31M
|
-$169K
|
-3,710
|
-2%
|
|
|
18
|
Optima Capital
Beaverton,
Oregon
|
$7.22M
|
+$830K
|
+18,175
|
+13%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$6.6M
|
+$654K
|
+14,323
|
+11%
|
|
|
20
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$6.54M
|
+$6.46M
|
+141,462
|
New
|
|
|
21
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.28M
|
+$252K
|
+5,525
|
+4%
|
|
|
22
|
Cary Street Partners
Richmond,
Virginia
|
$6.14M
|
+$6.06M
|
+132,691
|
New
|
|
|
23
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.86M
|
-$84.2K
|
-1,844
|
-1%
|
|
|
24
|
Elyxium Wealth
San Mateo,
California
|
$5.8M
|
+$4.55M
|
+99,767
|
+387%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$5.6M
|
+$1.28M
|
+28,081
|
+30%
|
|
