|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
+$4.38M
|
+183,707
|
+22%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.6M
|
-$1.55M
|
-65,090
|
-6%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.6M
|
-$1.55M
|
-65,090
|
-6%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.6M
|
+$12.3M
|
+515,268
|
New
|
|
|
5
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$9.34M
|
+$9.09M
|
+381,291
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$7.88M
|
+$4.69M
|
+196,822
|
+158%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.87M
|
+$4.64M
|
+194,840
|
+154%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.82M
|
-$161K
|
-6,754
|
-3%
|
|
|
9
|
Private Advisory Group
Redmond,
Washington
|
$4.76M
|
+$3.04M
|
+127,726
|
+192%
|
|
|
10
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.47M
|
+$97.7K
|
+4,102
|
+2%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.8M
|
-$10.9K
|
-459
|
-0.3%
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$3.27M
|
+$212K
|
+8,918
|
+7%
|
|
|
13
|
BWM Planning
The Woodlands,
Texas
|
$3.03M
|
+$2.94M
|
+123,575
|
New
|
|
|
14
|
BlackDiamond Wealth Management
New York
|
$3.01M
|
+$639K
|
+26,831
|
+27%
|
|
|
15
|
Oppenheimer & Co
New York
|
$2.15M
|
+$2.09M
|
+87,771
|
New
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$1.4M
|
+$201K
|
+8,436
|
+17%
|
|
|
17
|
WJ Interests
Sugar Land,
Texas
|
$890K
|
+$641K
|
+26,906
|
+286%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$654K
|
+$151K
|
+6,339
|
+31%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$625K
|
+$76.3K
|
+3,201
|
+14%
|
|
|
20
|
Optivise Advisory Services
Franklin,
Tennessee
|
$456K
|
+$443K
|
+18,602
|
New
|
|
|
21
|
Moseley Investment Management
Bradenton,
Florida
|
$368K
|
+$68.3K
|
+2,866
|
+24%
|
|
|
22
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$368K
|
+$357K
|
+15,000
|
New
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$270K
|
-$35.9K
|
-1,507
|
-12%
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$215K
|
+$13.6K
|
+570
|
+7%
|
|
|
25
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$204K
|
+$205K
|
+8,621
|
New
|
|
