|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.1M
|
-$671K
|
-27,623
|
-5%
|
|
|
52
|
|
$11.1M
|
–
|
–
|
–
|
|
|
53
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.7M
|
-$10.8M
|
-444,891
|
Closed
|
|
|
54
|
First National Trust
Hermitage,
Pennsylvania
|
$10.6M
|
+$1.74M
|
+71,448
|
+19%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
+$1.12M
|
+46,113
|
+12%
|
|
|
56
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$10.6M
|
+$421K
|
+17,329
|
+4%
|
|
|
57
|
First International Bank of Israel
Tel Aviv,
|
$10.3M
|
–
|
–
|
–
|
|
|
58
|
Novem Group
Rochester,
New York
|
$9.98M
|
+$603K
|
+24,814
|
+6%
|
|
|
59
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.55M
|
-$550K
|
-22,636
|
-5%
|
|
|
60
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$9.44M
|
-$1.57M
|
-64,429
|
-14%
|
|
|
61
|
Allworth Financial
Folsom,
California
|
$9.37M
|
+$2.99M
|
+123,082
|
+47%
|
|
|
62
|
|
$9M
|
+$7.08M
|
+291,516
|
+369%
|
|
|
63
|
Cornerstone Planning
Charlotte,
North Carolina
|
$8.71M
|
+$8.71M
|
+358,586
|
New
|
|
|
64
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.58M
|
+$865K
|
+35,620
|
+11%
|
|
|
65
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$8.51M
|
+$276K
|
+11,355
|
+3%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$8.44M
|
-$358K
|
-14,745
|
-4%
|
|
|
67
|
InvesTrust
Oklahoma City,
Oklahoma
|
$8.35M
|
-$160K
|
-6,600
|
-2%
|
|
|
68
|
Eight 31 Financial
Midland,
Texas
|
$8.19M
|
+$556K
|
+22,898
|
+7%
|
|
|
69
|
PFG Private Wealth Management
Lutz,
Florida
|
$7.96M
|
+$7.96M
|
+327,715
|
New
|
|
|
70
|
Atria Investments
Charlotte,
North Carolina
|
$7.83M
|
+$2.86M
|
+117,810
|
+58%
|
|
|
71
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.35M
|
+$1.79M
|
+73,804
|
+32%
|
|
|
72
|
Kesler Norman & Wride
Ogden,
Utah
|
$7.32M
|
+$2.63M
|
+108,445
|
+56%
|
|
|
73
|
IFP Advisors
Tampa,
Florida
|
$7.14M
|
+$16.8K
|
+690
|
+0.2%
|
|
|
74
|
Spreng Capital Management
Bucyrus,
Ohio
|
$7.06M
|
+$7.07M
|
+290,835
|
New
|
|
|
75
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.92M
|
+$429K
|
+17,643
|
+7%
|
|
