|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.9M
|
-$2.34M
|
-24,907
|
-14%
|
|
|
27
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.3M
|
-$283K
|
-3,008
|
-2%
|
|
|
28
|
CacheTech Inc
Logan,
Utah
|
$14.2M
|
-$2.44M
|
-25,933
|
-15%
|
|
|
29
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$13.7M
|
+$1.33M
|
+14,171
|
+12%
|
|
|
30
|
Adams Wealth Management
Logan,
Utah
|
$13.5M
|
-$2.75M
|
-29,219
|
-18%
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.7M
|
+$397K
|
+4,218
|
+3%
|
|
|
32
|
Aire Advisors
Beverly Hills,
California
|
$12.3M
|
+$153K
|
+1,623
|
+1%
|
|
|
33
|
Guggenheim Capital
Chicago,
Illinois
|
$12.3M
|
+$459K
|
+4,886
|
+4%
|
|
|
34
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.3M
|
+$2.42M
|
+25,696
|
+27%
|
|
|
35
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.8M
|
+$7.89M
|
+83,886
|
+244%
|
|
|
36
|
Advance Capital Management
Southfield,
Michigan
|
$11.7M
|
+$709K
|
+7,537
|
+7%
|
|
|
37
|
Nomura Asset Management
Tokyo,
Japan
|
$11.3M
|
-$584K
|
-6,210
|
-5%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$9.56M
|
+$303K
|
+3,218
|
+3%
|
|
|
39
|
Raymond James Financial
St Petersburg,
Florida
|
$9.48M
|
+$254K
|
+2,703
|
+3%
|
|
|
40
|
Hilltop Partners
Mishawaka,
Indiana
|
$9.35M
|
+$153K
|
+1,623
|
+2%
|
|
|
41
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$8.96M
|
+$1.88M
|
+19,950
|
+29%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$8.8M
|
-$346K
|
-3,676
|
-4%
|
|
|
43
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$8.36M
|
+$7.85M
|
+83,534
|
New
|
|
|
44
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.2M
|
-$7.45M
|
-79,219
|
-49%
|
|
|
45
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$8.17M
|
+$5.46M
|
+58,092
|
+247%
|
|
|
46
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.4M
|
+$6.95M
|
+73,937
|
New
|
|
|
47
|
SSI Investment Management
Los Angeles,
California
|
$7.4M
|
+$78.5K
|
+835
|
+1%
|
|
|
48
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$7.25M
|
+$262K
|
+2,783
|
+4%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.16M
|
+$837K
|
+8,900
|
+14%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.97M
|
+$419K
|
+4,454
|
+7%
|
|
