|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.3M
|
+$6.53M
|
+273,888
|
+9%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$38.6M
|
+$6.38M
|
+267,464
|
+19%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.4M
|
-$4.45M
|
-186,745
|
-17%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.24M
|
+$63.9K
|
+2,682
|
+0.8%
|
|
|
5
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$6.74M
|
+$673K
|
+28,246
|
+11%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$5.85M
|
-$126K
|
-5,291
|
-2%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$4.98M
|
+$5.06M
|
+212,360
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.08M
|
-$397K
|
-16,657
|
-9%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$3M
|
+$1.12M
|
+46,906
|
+58%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$2.86M
|
-$274K
|
-11,478
|
-9%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.47M
|
+$985K
|
+41,326
|
+64%
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.4M
|
+$2.18M
|
+91,388
|
+541%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.89M
|
+$19.8K
|
+829
|
+1%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$595K
|
+$393K
|
+16,479
|
+185%
|
|
|
15
|
|
$409K
|
-$142K
|
-5,966
|
-25%
|
|
|
16
|
Worth Asset Management
Dallas,
Texas
|
$373K
|
+$69K
|
+2,894
|
+22%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$287K
|
+$36K
|
+1,508
|
+14%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$44.5K
|
+$45K
|
+1,889
|
New
|
|
|
19
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$8.34K
|
+$1.74K
|
+73
|
+26%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$6.87K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$6.72K
|
+$6.84K
|
+287
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.06K
|
+$2.1K
|
+88
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.97K
|
+$2K
|
+84
|
New
|
|
|
24
|
Cumberland Partners
Toronto,
Ontario, Canada
|
–
|
-$349K
|
-15,000
|
Closed
|
|
