|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.3M
|
+$7.42M
|
+306,127
|
+11%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$32.1M
|
+$2.06M
|
+84,885
|
+7%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.6M
|
+$1.42M
|
+58,429
|
+6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.11M
|
+$3.79M
|
+156,453
|
+81%
|
|
|
5
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$6.03M
|
+$6.29M
|
+259,520
|
New
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$5.92M
|
-$1.28K
|
-53
|
-0%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.43M
|
-$9.38M
|
-386,690
|
-67%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$3.11M
|
+$154K
|
+6,362
|
+5%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$1.89M
|
+$1.97M
|
+81,152
|
New
|
|
|
10
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.85M
|
+$2.98K
|
+123
|
+0.2%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.49M
|
+$101K
|
+4,155
|
+7%
|
|
|
12
|
|
$544K
|
+$135K
|
+5,556
|
+31%
|
|
|
13
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$383K
|
+$410K
|
+16,888
|
New
|
|
|
14
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$349K
|
–
|
–
|
–
|
|
|
15
|
Worth Asset Management
Dallas,
Texas
|
$303K
|
+$316K
|
+13,026
|
New
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$249K
|
+$260K
|
+10,735
|
New
|
|
|
17
|
Fermata Advisors
Sonoma,
California
|
$207K
|
+$216K
|
+8,903
|
New
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$6.81K
|
–
|
–
|
–
|
|
|
19
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$6.58K
|
+$6.86K
|
+283
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
–
|
-$19.8K
|
-794
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$11.1K
|
-446
|
Closed
|
|
