|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.1M
|
+$4.89M
|
+229,536
|
+13%
|
|
|
2
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$11M
|
+$310K
|
+14,531
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$1.74M
|
+81,807
|
+23%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$10.3M
|
+$1.76M
|
+82,373
|
+23%
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$5.82M
|
+$1.55M
|
+72,503
|
+41%
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.44M
|
-$55.6K
|
-2,610
|
-1%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5M
|
+$253K
|
+11,872
|
+6%
|
|
|
8
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$4.89M
|
+$469K
|
+22,008
|
+12%
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.88M
|
+$269K
|
+12,636
|
+6%
|
|
|
10
|
BWM Planning
The Woodlands,
Texas
|
$4.35M
|
+$538K
|
+25,247
|
+16%
|
|
|
11
|
WJ Interests
Sugar Land,
Texas
|
$4.33M
|
+$1.21M
|
+56,852
|
+44%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.28M
|
+$2.43M
|
+114,196
|
+165%
|
|
|
13
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$3.93M
|
-$234K
|
-10,977
|
-6%
|
|
|
14
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$3.55M
|
-$3.52K
|
-165
|
-0.1%
|
|
|
15
|
Planned Solutions
Folsom,
California
|
$3.06M
|
+$84.7K
|
+3,975
|
+3%
|
|
|
16
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.97M
|
+$201K
|
+9,421
|
+8%
|
|
|
17
|
McGrath & Associates
Asheville,
North Carolina
|
$2.29M
|
+$418K
|
+19,593
|
+25%
|
|
|
18
|
BlackDiamond Wealth Management
New York
|
$2.13M
|
+$85.1K
|
+3,993
|
+5%
|
|
|
19
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.95M
|
-$2.77M
|
-130,080
|
-61%
|
|
|
20
|
Flow Traders U.S.
New York
|
$1.7M
|
+$1.04M
|
+48,614
|
+202%
|
|
|
21
|
Stapp Wealth Management
Olympia,
Washington
|
$1.69M
|
+$1.55M
|
+72,515
|
New
|
|
|
22
|
RHS Financial
San Francisco,
California
|
$1.54M
|
+$97.8K
|
+4,588
|
+7%
|
|
|
23
|
Private Advisory Group
Redmond,
Washington
|
$1.48M
|
-$231K
|
-10,819
|
-15%
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$1.14M
|
+$433K
|
+20,310
|
+71%
|
|
|
25
|
Triton Wealth Management
Sun City,
Arizona
|
$942K
|
+$816K
|
+38,274
|
New
|
|
