|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.5M
|
+$1.7M
|
+71,257
|
+4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.5M
|
-$292K
|
-12,202
|
-1%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.5M
|
-$292K
|
-12,202
|
-1%
|
|
|
4
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$10.1M
|
+$640K
|
+26,802
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.01M
|
+$353K
|
+14,786
|
+4%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$7.92M
|
+$319K
|
+13,334
|
+4%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.21M
|
-$170K
|
-7,097
|
-3%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.47M
|
-$919K
|
-38,446
|
-16%
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.35M
|
+$239K
|
+10,022
|
+5%
|
|
|
10
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$4.14M
|
+$45.4K
|
+1,900
|
+1%
|
|
|
11
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$3.97M
|
-$1.18M
|
-49,226
|
-22%
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$3.91M
|
+$1.43M
|
+60,017
|
+51%
|
|
|
13
|
BWM Planning
The Woodlands,
Texas
|
$3.57M
|
+$434K
|
+18,176
|
+13%
|
|
|
14
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$3.36M
|
+$129K
|
+5,386
|
+4%
|
|
|
15
|
WJ Interests
Sugar Land,
Texas
|
$2.85M
|
+$871K
|
+36,448
|
+39%
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$2.81M
|
+$39.2K
|
+1,642
|
+1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
-$485K
|
-20,284
|
-16%
|
|
|
18
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.26M
|
+$2.05M
|
+85,683
|
+304%
|
|
|
19
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.19M
|
+$3.6M
|
+150,746
|
+239%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$1.83M
|
-$853K
|
-35,710
|
-29%
|
|
|
21
|
McGrath & Associates
Asheville,
North Carolina
|
$1.73M
|
+$725K
|
+30,344
|
+63%
|
|
|
22
|
Private Advisory Group
Redmond,
Washington
|
$1.64M
|
-$5.7M
|
-238,459
|
-76%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.53M
|
+$517K
|
+21,639
|
+46%
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$1.36M
|
+$141K
|
+5,903
|
+11%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.32M
|
-$1.49M
|
-62,330
|
-51%
|
|
