|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.7M
|
+$12.1M
|
+262,597
|
+24%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.2M
|
+$13.9M
|
+300,484
|
+86%
|
|
|
3
|
Boothe Investment Group
Dover,
Delaware
|
$29.6M
|
+$2M
|
+43,243
|
+7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$28.9M
|
+$10.5M
|
+226,685
|
+57%
|
|
|
5
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$28.8M
|
+$856K
|
+18,534
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$27.2M
|
+$719K
|
+15,569
|
+3%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$25.2M
|
+$6.78M
|
+146,881
|
+37%
|
|
|
8
|
Whitney & Co
Rochester,
New York
|
$23.9M
|
+$1.28M
|
+27,795
|
+6%
|
|
|
9
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$19.3M
|
+$2.17M
|
+47,109
|
+13%
|
|
|
10
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14M
|
+$13.9M
|
+300,463
|
New
|
|
|
11
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$14M
|
+$13.9M
|
+300,463
|
New
|
|
|
12
|
|
$12.9M
|
-$125K
|
-2,713
|
-1%
|
|
|
13
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$10.2M
|
+$370K
|
+8,023
|
+4%
|
|
|
14
|
Fortis Advisors
Wayne,
Pennsylvania
|
$9.71M
|
+$2.34M
|
+50,643
|
+32%
|
|
|
15
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$9.39M
|
+$597K
|
+12,934
|
+7%
|
|
|
16
|
Waddell & Associates
Memphis,
Tennessee
|
$8.47M
|
-$22K
|
-476
|
-0.3%
|
|
|
17
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.45M
|
+$178K
|
+3,858
|
+2%
|
|
|
18
|
Optima Capital
Beaverton,
Oregon
|
$8.4M
|
+$1.13M
|
+24,501
|
+16%
|
|
|
19
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.18M
|
+$697K
|
+15,091
|
+9%
|
|
|
20
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$7.37M
|
+$778K
|
+16,857
|
+12%
|
|
|
21
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.7M
|
+$379K
|
+8,200
|
+6%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$6.67M
|
+$28.3K
|
+612
|
+0.4%
|
|
|
23
|
Cary Street Partners
Richmond,
Virginia
|
$6.64M
|
+$458K
|
+9,913
|
+7%
|
|
|
24
|
Ausdal Financial Partners
Davenport,
Iowa
|
$6.34M
|
+$696K
|
+15,081
|
+12%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.31M
|
+$1.21M
|
+26,141
|
+24%
|
|
