|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$109M
|
+$6.28M
|
+219,707
|
+6%
|
|
|
2
|
Ferguson Shapiro
Decatur,
Georgia
|
$47.4M
|
+$4.1M
|
+143,677
|
+9%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$44.4M
|
+$3.07M
|
+107,386
|
+7%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.8M
|
-$3.86M
|
-135,043
|
-11%
|
|
|
5
|
Wright Wealth
Atlanta,
Georgia
|
$16.2M
|
+$1.25M
|
+43,706
|
+8%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$451K
|
+15,787
|
+3%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$11.6M
|
+$9.65M
|
+337,829
|
+379%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$8.36M
|
+$588K
|
+20,594
|
+7%
|
|
|
9
|
Aspect Partners
Fairfax,
Virginia
|
$7.61M
|
+$510K
|
+17,837
|
+7%
|
|
|
10
|
BLVD Private Wealth
Prospect,
Kentucky
|
$4.71M
|
-$541K
|
-18,940
|
-10%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.86M
|
+$543K
|
+19,023
|
+15%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$3.72M
|
+$1.97M
|
+68,927
|
+102%
|
|
|
13
|
|
$2.85M
|
+$2.99M
|
+104,788
|
New
|
|
|
14
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.79M
|
-$472K
|
-16,524
|
-14%
|
|
|
15
|
First Business Financial Services
Madison,
Wisconsin
|
$2.13M
|
+$2.23M
|
+78,208
|
New
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.81M
|
+$1.9M
|
+66,517
|
New
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$1.6M
|
+$1.68M
|
+58,635
|
New
|
|
|
18
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.55M
|
-$789K
|
-27,624
|
-33%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$988K
|
+$160K
|
+5,588
|
+18%
|
|
|
21
|
Private Advisory Group
Redmond,
Washington
|
$946K
|
-$7.68K
|
-269
|
-0.8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$839K
|
+$205K
|
+7,178
|
+30%
|
|
|
23
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$704K
|
+$488K
|
+17,090
|
+194%
|
|
|
24
|
Worth Asset Management
Dallas,
Texas
|
$665K
|
-$515K
|
-18,015
|
-42%
|
|
|
25
|
|
$617K
|
+$296K
|
+10,346
|
+80%
|
|
