|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.8M
|
+$18M
|
+746,703
|
+42%
|
|
|
2
|
Swan Global Investments
Durango,
Colorado
|
$62.5M
|
-$6.29M
|
-261,002
|
-9%
|
|
|
3
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$37.7M
|
+$5.77M
|
+239,332
|
+19%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.7M
|
+$2.24M
|
+92,771
|
+7%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33.4M
|
+$4.03M
|
+167,410
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$3.62M
|
+150,087
|
+16%
|
|
|
7
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$17.2M
|
+$5.66M
|
+235,057
|
+52%
|
|
|
8
|
Financial Designs
Claremont,
California
|
$13.4M
|
+$120K
|
+4,969
|
+0.9%
|
|
|
9
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$11.5M
|
+$619K
|
+25,695
|
+6%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.4M
|
+$56.2K
|
+2,332
|
+0.5%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.2M
|
-$2.92M
|
-121,132
|
-21%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.86M
|
+$5.3M
|
+219,849
|
+125%
|
|
|
13
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.51M
|
+$359K
|
+14,914
|
+5%
|
|
|
14
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.31M
|
+$7.02M
|
+291,314
|
+688%
|
|
|
15
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.68M
|
-$19.3K
|
-801
|
-0.3%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$7.43M
|
+$380K
|
+15,757
|
+6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.44M
|
+$1.26M
|
+52,271
|
+31%
|
|
|
18
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$4.05M
|
+$53.4K
|
+2,216
|
+1%
|
|
|
19
|
MY Wealth Management
Germantown,
Maryland
|
$3.21M
|
+$3.1M
|
+128,858
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.57M
|
+$384K
|
+15,933
|
+18%
|
|
|
21
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.14M
|
+$104K
|
+4,334
|
+5%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.1M
|
+$293K
|
+12,162
|
+17%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.85M
|
+$27.3K
|
+1,134
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.7M
|
+$23.3K
|
+968
|
+1%
|
|
|
25
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.42M
|
-$67.6K
|
-2,804
|
-5%
|
|
