|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$100M
|
+$2.25M
|
+83,195
|
+2%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$45.3M
|
-$2.7M
|
-100,010
|
-6%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.7M
|
+$1.68M
|
+62,286
|
+7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$2.05M
|
+76,047
|
+21%
|
|
|
5
|
Aspect Partners
Fairfax,
Virginia
|
$7.43M
|
+$67K
|
+2,482
|
+1%
|
|
|
6
|
BLVD Private Wealth
Prospect,
Kentucky
|
$5.5M
|
+$69.8K
|
+2,586
|
+1%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$4.79M
|
+$12.6K
|
+467
|
+0.3%
|
|
|
8
|
Avos Capital Management
Seattle,
Washington
|
$3.46M
|
+$3.31M
|
+122,685
|
New
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.4M
|
-$55.4K
|
-2,051
|
-2%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$3.33M
|
-$4.25M
|
-157,594
|
-57%
|
|
|
11
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.25M
|
+$60.5K
|
+2,241
|
+2%
|
|
|
12
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.46M
|
+$99.7K
|
+3,694
|
+4%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$1.37M
|
+$240K
|
+8,909
|
+23%
|
|
|
14
|
Worth Asset Management
Dallas,
Texas
|
$1.19M
|
+$680K
|
+25,188
|
+148%
|
|
|
15
|
Napa Wealth Management
Napa,
California
|
$1.17M
|
+$1.12M
|
+41,568
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
-$47K
|
-1,741
|
-4%
|
|
|
17
|
Private Advisory Group
Redmond,
Washington
|
$990K
|
-$89.1K
|
-3,302
|
-9%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$720K
|
+$454K
|
+16,820
|
+192%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$595K
|
+$334K
|
+12,374
|
+142%
|
|
|
20
|
Barnes Wealth Management Group
Bakersfield,
California
|
$232K
|
-$972
|
-36
|
-0.4%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$111K
|
–
|
–
|
–
|
|
|
22
|
|
$97.5K
|
+$93.4K
|
+3,460
|
New
|
|
|
23
|
Cohalo Advisory
Snoqualmie,
Washington
|
$78.3K
|
–
|
–
|
–
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$30.1K
|
+$28.8K
|
+1,068
|
New
|
|
|
25
|
True Wealth Design
Akron,
Ohio
|
$21.2K
|
–
|
–
|
–
|
|
