|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42.1M
|
+$17.5M
|
+730,206
|
+71%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.4M
|
-$1.63M
|
-67,971
|
-7%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$21.4M
|
-$1.63M
|
-67,971
|
-7%
|
|
|
4
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$10.3M
|
+$1.15M
|
+48,197
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.31M
|
+$636K
|
+26,553
|
+8%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$8.25M
|
+$571K
|
+23,855
|
+7%
|
|
|
7
|
Private Advisory Group
Redmond,
Washington
|
$7.47M
|
+$2.83M
|
+118,295
|
+61%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.81M
|
+$2.11M
|
+87,961
|
+57%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.76M
|
+$77.2K
|
+3,225
|
+1%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$5.47M
|
+$5.48M
|
+228,901
|
New
|
|
|
11
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.46M
|
+$100K
|
+4,185
|
+2%
|
|
|
12
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$4.44M
|
+$4.44M
|
+185,572
|
New
|
|
|
13
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$3.51M
|
+$3.52M
|
+146,858
|
New
|
|
|
14
|
BWM Planning
The Woodlands,
Texas
|
$3.42M
|
+$471K
|
+19,691
|
+16%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
-$9.24M
|
-385,798
|
-75%
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$3M
|
+$3M
|
+125,480
|
New
|
|
|
17
|
BlackDiamond Wealth Management
New York
|
$2.94M
|
-$46.8K
|
-1,954
|
-2%
|
|
|
18
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.91M
|
+$2.92M
|
+121,909
|
New
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$2.8M
|
-$390K
|
-16,295
|
-12%
|
|
|
20
|
CLG LLC
Long Beach,
California
|
$2.4M
|
+$2.4M
|
+100,406
|
New
|
|
|
21
|
WJ Interests
Sugar Land,
Texas
|
$2.21M
|
+$1.34M
|
+56,077
|
+154%
|
|
|
22
|
Oppenheimer & Co
New York
|
$2.04M
|
-$55.2K
|
-2,306
|
-3%
|
|
|
23
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.5M
|
+$1.51M
|
+62,960
|
New
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$1.33M
|
-$38.2K
|
-1,595
|
-3%
|
|
|
25
|
McGrath & Associates
Asheville,
North Carolina
|
$1.15M
|
+$1.15M
|
+48,083
|
New
|
|
