|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56.3M
|
+$1.56M
|
+63,774
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$624K
|
-25,590
|
-6%
|
|
|
3
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$10.7M
|
-$1.58M
|
-64,592
|
-14%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$10.2M
|
-$1.36M
|
-55,805
|
-13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.68M
|
+$1.69M
|
+69,218
|
+38%
|
|
|
6
|
World Investment Advisors
Santa Barbara,
California
|
$6.53M
|
-$71.4K
|
-2,928
|
-1%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.94M
|
-$218K
|
-8,929
|
-4%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.93M
|
+$235K
|
+9,651
|
+5%
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.82M
|
+$258K
|
+10,570
|
+5%
|
|
|
10
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$5.53M
|
-$11.5K
|
-472
|
-0.2%
|
|
|
11
|
WJ Interests
Sugar Land,
Texas
|
$5.49M
|
+$527K
|
+21,615
|
+12%
|
|
|
12
|
BWM Planning
The Woodlands,
Texas
|
$5.14M
|
+$183K
|
+7,515
|
+4%
|
|
|
13
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.24M
|
+$197K
|
+8,080
|
+5%
|
|
|
14
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.57M
|
+$207K
|
+8,486
|
+7%
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$3.53M
|
+$1.71M
|
+70,150
|
+111%
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$3.48M
|
+$11.8K
|
+483
|
+0.4%
|
|
|
17
|
McGrath & Associates
Asheville,
North Carolina
|
$2.92M
|
+$300K
|
+12,284
|
+13%
|
|
|
18
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.63M
|
+$387K
|
+15,880
|
+19%
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
$2.31M
|
-$99.4K
|
-4,076
|
-4%
|
|
|
20
|
Stapp Wealth Management
Olympia,
Washington
|
$1.97M
|
+$44.4K
|
+1,821
|
+3%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
$1.77M
|
+$16.7K
|
+685
|
+1%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$1.6M
|
+$284K
|
+11,624
|
+24%
|
|
|
23
|
Triton Wealth Management
Sun City,
Arizona
|
$1.57M
|
+$429K
|
+17,575
|
+46%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$912K
|
-$64.6K
|
-2,648
|
-7%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$891K
|
+$3.66K
|
+150
|
+0.4%
|
|
