|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.8M
|
+$3.43M
|
+125,154
|
+22%
|
|
|
27
|
RS Crum Inc
Newport Beach,
California
|
$17.7M
|
+$665K
|
+24,251
|
+4%
|
|
|
28
|
Quantum Financial Advisors
El Segundo,
California
|
$17.2M
|
-$249K
|
-9,084
|
-1%
|
|
|
29
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$16.5M
|
+$1.58M
|
+57,538
|
+10%
|
|
|
30
|
Integris Wealth Management
Monterey,
California
|
$16.2M
|
+$439K
|
+15,999
|
+3%
|
|
|
31
|
Private Wealth Management Group
Princeton,
New Jersey
|
$16.2M
|
+$1.06M
|
+38,840
|
+7%
|
|
|
32
|
|
$16M
|
+$10.9M
|
+399,142
|
+197%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$15.5M
|
-$2.73M
|
-99,406
|
-15%
|
|
|
34
|
Level Financial Advisors
East Amherst,
New York
|
$15.5M
|
+$1.44M
|
+52,616
|
+10%
|
|
|
35
|
Evanson Asset Management
Carmel,
California
|
$15M
|
+$3.06M
|
+111,599
|
+25%
|
|
|
36
|
Planning Center Inc
Moline,
Illinois
|
$14.5M
|
-$59.8K
|
-2,182
|
-0.4%
|
|
|
37
|
Aspen Capital Management
Boise,
Idaho
|
$14.5M
|
+$155K
|
+5,648
|
+1%
|
|
|
38
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$12.7M
|
+$16.7K
|
+610
|
+0.1%
|
|
|
39
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$11.8M
|
+$582K
|
+21,212
|
+5%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$556K
|
+20,285
|
+5%
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$11.6M
|
+$2.88M
|
+105,050
|
+32%
|
|
|
42
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.9M
|
+$3.08M
|
+112,233
|
+37%
|
|
|
43
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.98M
|
+$526K
|
+19,171
|
+5%
|
|
|
44
|
Elser Financial Planning
Indianapolis,
Indiana
|
$9.74M
|
+$9.99M
|
+364,322
|
New
|
|
|
45
|
Apella Capital
West Hartford,
Connecticut
|
$9.57M
|
+$180K
|
+6,567
|
+2%
|
|
|
46
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$9.56M
|
+$325K
|
+11,864
|
+3%
|
|
|
47
|
American Investment Services
Great Barrington,
Massachusetts
|
$9.53M
|
+$657K
|
+23,979
|
+7%
|
|
|
48
|
XY Planning Network
Bozeman,
Montana
|
$9.26M
|
+$991K
|
+36,155
|
+12%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$9M
|
+$4.11M
|
+149,950
|
+79%
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.95M
|
+$1.81M
|
+65,995
|
+24%
|
|
