|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.4M
|
+$781K
|
+7,770
|
+5%
|
|
|
27
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.6M
|
+$3.63M
|
+36,159
|
+29%
|
|
|
28
|
Osborne Partners Capital Management
San Francisco,
California
|
$14.8M
|
-$219K
|
-2,174
|
-1%
|
|
|
29
|
CacheTech Inc
Logan,
Utah
|
$13.7M
|
-$236K
|
-2,345
|
-2%
|
|
|
30
|
|
$13.6M
|
+$13.8M
|
+137,710
|
New
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.5M
|
+$992K
|
+9,874
|
+8%
|
|
|
32
|
Adams Wealth Management
Logan,
Utah
|
$13M
|
-$340K
|
-3,381
|
-2%
|
|
|
33
|
Guggenheim Capital
Chicago,
Illinois
|
$12.7M
|
+$550K
|
+5,473
|
+4%
|
|
|
34
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$12.6M
|
+$12.9M
|
+128,170
|
New
|
|
|
35
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$12.5M
|
+$10.2M
|
+101,954
|
+412%
|
|
|
36
|
Aire Advisors
Beverly Hills,
California
|
$12.3M
|
+$159K
|
+1,581
|
+1%
|
|
|
37
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$12.1M
|
+$508K
|
+5,051
|
+4%
|
|
|
38
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$11.7M
|
-$1.89M
|
-18,786
|
-14%
|
|
|
39
|
Advance Capital Management
Southfield,
Michigan
|
$11.3M
|
-$185K
|
-1,843
|
-2%
|
|
|
40
|
Nomura Asset Management
Tokyo,
Japan
|
$11.1M
|
–
|
–
|
–
|
|
|
41
|
TME Financial
Huntington Beach,
California
|
$11M
|
+$7.37M
|
+73,313
|
+191%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
+$1.53M
|
+15,194
|
+16%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
-$13.1M
|
-130,414
|
-55%
|
|
|
44
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$861K
|
+8,568
|
+9%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$9.16M
|
+$512K
|
+5,092
|
+6%
|
|
|
46
|
Hilltop Partners
Mishawaka,
Indiana
|
$9.04M
|
-$167K
|
-1,662
|
-2%
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.73M
|
+$1.71M
|
+17,033
|
+24%
|
|
|
48
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$8.46M
|
+$240K
|
+2,392
|
+3%
|
|
|
49
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$8.17M
|
+$132K
|
+1,309
|
+2%
|
|
|
50
|
360 Financial
Wayzata,
Minnesota
|
$7.97M
|
+$8.13M
|
+80,866
|
New
|
|
