|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
|
27
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.28M
|
+$244K
|
+4,728
|
+6%
|
|
|
28
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.25M
|
+$115K
|
+2,221
|
+3%
|
|
|
29
|
FOCUS Wealth Advisors
Houston,
Texas
|
$4.16M
|
–
|
–
|
–
|
|
|
30
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$4.01M
|
+$177K
|
+3,433
|
+5%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.88M
|
+$179K
|
+3,458
|
+5%
|
|
|
32
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.51M
|
-$14.1K
|
-272
|
-0.4%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
+$599K
|
+11,584
|
+20%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.49M
|
+$156K
|
+3,010
|
+5%
|
|
|
35
|
Oppenheimer & Co
New York
|
$3.28M
|
+$409K
|
+7,916
|
+14%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$3.13M
|
-$990K
|
-19,156
|
-24%
|
|
|
37
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.08M
|
+$121K
|
+2,341
|
+4%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$3.05M
|
+$644K
|
+12,454
|
+26%
|
|
|
39
|
Cardan Capital Partners
Denver,
Colorado
|
$2.77M
|
-$647K
|
-12,524
|
-19%
|
|
|
40
|
|
$2.76M
|
-$49.7K
|
-962
|
-2%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$2.71M
|
+$266K
|
+5,157
|
+11%
|
|
|
42
|
Allen Investment Management
New York
|
$2.56M
|
+$426K
|
+8,250
|
+20%
|
|
|
43
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.54M
|
-$132K
|
-2,560
|
-5%
|
|
|
44
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.49M
|
+$476K
|
+9,212
|
+23%
|
|
|
45
|
|
$2.47M
|
-$380K
|
-7,354
|
-13%
|
|
|
46
|
Venturi Wealth Management
Austin,
Texas
|
$2.42M
|
+$507K
|
+9,808
|
+26%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.31M
|
+$232K
|
+4,495
|
+11%
|
|
|
48
|
PFS Investments
Duluth,
Georgia
|
$2.22M
|
+$2.24M
|
+43,317
|
New
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.09M
|
+$631K
|
+12,203
|
+43%
|
|
|
50
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.02M
|
+$50.9K
|
+985
|
+3%
|
|
