|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$98.1M
|
+$34.6M
|
+1,372,757
|
+54%
|
|
|
2
|
Swan Global Investments
Durango,
Colorado
|
$70.9M
|
+$7.66M
|
+303,498
|
+12%
|
|
|
3
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$50M
|
+$50.1M
|
+1,984,334
|
New
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$39.8M
|
+$5.99M
|
+237,420
|
+18%
|
|
|
5
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$39.4M
|
+$1.33M
|
+52,907
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.2M
|
+$4.37M
|
+173,105
|
+16%
|
|
|
7
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$18.5M
|
+$1.15M
|
+45,382
|
+7%
|
|
|
8
|
|
$16.9M
|
+$17M
|
+671,970
|
New
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.2M
|
+$2.66M
|
+105,564
|
+23%
|
|
|
10
|
Financial Designs
Claremont,
California
|
$13.8M
|
+$452K
|
+17,899
|
+3%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$13M
|
+$13M
|
+513,742
|
New
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.4M
|
+$1.1M
|
+43,614
|
+10%
|
|
|
13
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$12M
|
+$406K
|
+16,086
|
+3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$244K
|
+9,663
|
+2%
|
|
|
15
|
MY Wealth Management
Germantown,
Maryland
|
$9.69M
|
+$6.45M
|
+255,625
|
+198%
|
|
|
16
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.85M
|
+$249K
|
+9,880
|
+3%
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.77M
|
+$356K
|
+14,114
|
+4%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$7.65M
|
+$133K
|
+5,264
|
+2%
|
|
|
19
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.53M
|
-$236K
|
-9,365
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.06M
|
+$561K
|
+22,250
|
+10%
|
|
|
21
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$5.62M
|
+$5.63M
|
+223,090
|
New
|
|
|
22
|
|
$5.17M
|
+$5.17M
|
+204,893
|
New
|
|
|
23
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$3.75M
|
-$342K
|
-13,569
|
-8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
-$32.6M
|
-1,291,999
|
-90%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.97M
|
+$372K
|
+14,761
|
+14%
|
|
