|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90.9M
|
+$1.02M
|
+42,587
|
+1%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$44.8M
|
+$1.43M
|
+59,462
|
+4%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.3M
|
-$1.51M
|
-62,955
|
-7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.52M
|
+$278K
|
+11,575
|
+3%
|
|
|
5
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$7.23M
|
-$287K
|
-11,939
|
-4%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$6.85M
|
+$278K
|
+11,565
|
+5%
|
|
|
7
|
BLVD Private Wealth
Prospect,
Kentucky
|
$5.05M
|
+$4.63M
|
+192,663
|
New
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$4.44M
|
+$998K
|
+41,499
|
+32%
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.22M
|
+$417K
|
+17,343
|
+16%
|
|
|
10
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.96M
|
+$104K
|
+4,345
|
+4%
|
|
|
11
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.19M
|
+$73K
|
+3,034
|
+4%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.62M
|
-$3.62M
|
-150,473
|
-71%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
-$3.19M
|
-132,565
|
-76%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$1.04M
|
+$341K
|
+14,173
|
+56%
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$1.01M
|
+$924K
|
+38,442
|
New
|
|
|
16
|
|
$718K
|
+$240K
|
+9,973
|
+57%
|
|
|
17
|
Worth Asset Management
Dallas,
Texas
|
$446K
|
+$26.4K
|
+1,099
|
+7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$229K
|
+$210K
|
+8,744
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$229K
|
+$210K
|
+8,744
|
New
|
|
|
20
|
Barnes Wealth Management Group
Bakersfield,
California
|
$217K
|
+$199K
|
+8,278
|
New
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$103K
|
+$94.7K
|
+3,937
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$95K
|
+$80.3K
|
+3,338
|
+1,163%
|
|
|
23
|
Cohalo Advisory
Snoqualmie,
Washington
|
$72.8K
|
+$66.8K
|
+2,778
|
New
|
|
|
24
|
True Wealth Design
Akron,
Ohio
|
$19.7K
|
+$18.1K
|
+752
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$15.4K
|
-$31.3K
|
-1,300
|
-69%
|
|
