|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$113M
|
+$17.5M
|
+694,636
|
+18%
|
|
|
2
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$53.3M
|
+$4.36M
|
+172,590
|
+9%
|
|
|
3
|
Swan Global Investments
Durango,
Colorado
|
$39.3M
|
-$30.8M
|
-1,220,057
|
-43%
|
|
|
4
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$38.5M
|
-$195K
|
-7,726
|
-0.5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.9M
|
+$3.4M
|
+134,736
|
+11%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.8M
|
-$4.32M
|
-171,067
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
+$18.1M
|
+716,030
|
+509%
|
|
|
8
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$18.9M
|
+$782K
|
+30,972
|
+4%
|
|
|
9
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$17.9M
|
+$18.3M
|
+726,168
|
New
|
|
|
10
|
|
$17M
|
+$372K
|
+14,742
|
+2%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.7M
|
+$2.53M
|
+100,005
|
+20%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.2M
|
+$288K
|
+11,391
|
+2%
|
|
|
13
|
Financial Designs
Claremont,
California
|
$13.5M
|
+$4.78K
|
+189
|
+0%
|
|
|
14
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$12.1M
|
+$6.7M
|
+265,389
|
+119%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
+$1.31M
|
+51,930
|
+13%
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$9.13M
|
+$552K
|
+21,834
|
+6%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$7.93M
|
+$444K
|
+17,564
|
+6%
|
|
|
18
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$7.29M
|
-$1.42M
|
-56,243
|
-16%
|
|
|
19
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.14M
|
-$241K
|
-9,546
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.93M
|
+$1.02M
|
+40,221
|
+17%
|
|
|
21
|
Inspire Advisors
Meridian,
Idaho
|
$5.73M
|
+$5.86M
|
+231,966
|
New
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$4.26M
|
+$3.62M
|
+143,441
|
+496%
|
|
|
23
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$3.75M
|
+$72.6K
|
+2,872
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.33M
|
+$427K
|
+16,914
|
+14%
|
|
|
25
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.65M
|
+$38.5K
|
+1,525
|
+1%
|
|
