|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$75.2M
|
+$11.8M
|
+253,382
|
+19%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$32.5M
|
+$7.45M
|
+160,205
|
+30%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$30.8M
|
+$2M
|
+43,080
|
+7%
|
|
|
4
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$29.9M
|
+$1.29M
|
+27,667
|
+4%
|
|
|
5
|
Boothe Investment Group
Dover,
Delaware
|
$29.9M
|
+$405K
|
+8,713
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.1M
|
+$1.03M
|
+22,086
|
+4%
|
|
|
7
|
Whitney & Co
Rochester,
New York
|
$25.2M
|
+$1.37M
|
+29,359
|
+6%
|
|
|
8
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$22.8M
|
+$3.61M
|
+77,567
|
+19%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$20.3M
|
+$20.4M
|
+437,889
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
-$13.3M
|
-284,932
|
-44%
|
|
|
11
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$14.3M
|
+$386K
|
+8,303
|
+3%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.3M
|
+$386K
|
+8,303
|
+3%
|
|
|
13
|
|
$11.9M
|
-$936K
|
-20,122
|
-7%
|
|
|
14
|
Holcombe Financial
Atlanta,
Georgia
|
$11.1M
|
+$11.1M
|
+239,289
|
New
|
|
|
15
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.3M
|
+$2.13M
|
+45,728
|
+26%
|
|
|
16
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.8M
|
-$422K
|
-9,069
|
-4%
|
|
|
17
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$9.76M
|
+$404K
|
+8,684
|
+4%
|
|
|
18
|
Fortis Advisors
Wayne,
Pennsylvania
|
$9.46M
|
-$216K
|
-4,638
|
-2%
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.86M
|
+$437K
|
+9,384
|
+5%
|
|
|
20
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$8.36M
|
+$1.03M
|
+22,034
|
+14%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.3M
|
+$2.01M
|
+43,245
|
+32%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.11M
|
+$1.8M
|
+38,605
|
+28%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$7.65M
|
+$1.01M
|
+21,733
|
+15%
|
|
|
24
|
Waddell & Associates
Memphis,
Tennessee
|
$7.63M
|
-$809K
|
-17,391
|
-10%
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$6.68M
|
+$70.8K
|
+1,522
|
+1%
|
|
