|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.2M
|
+$1.86M
|
+66,972
|
+3%
|
|
|
2
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$11.9M
|
+$360K
|
+12,961
|
+3%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$9.9M
|
-$998K
|
-35,983
|
-9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.88M
|
-$1.95M
|
-70,269
|
-17%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.63M
|
+$1.25M
|
+45,095
|
+20%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.46M
|
+$291K
|
+10,496
|
+4%
|
|
|
7
|
Triton Wealth Management
Sun City,
Arizona
|
$7.04M
|
+$5.04M
|
+181,805
|
+326%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.18M
|
-$175K
|
-6,323
|
-3%
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$6.14M
|
-$94.4K
|
-3,401
|
-2%
|
|
|
10
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$5.78M
|
-$147K
|
-5,293
|
-3%
|
|
|
11
|
BWM Planning
The Woodlands,
Texas
|
$5.69M
|
+$185K
|
+6,676
|
+3%
|
|
|
12
|
WJ Interests
Sugar Land,
Texas
|
$5.59M
|
-$279K
|
-10,060
|
-5%
|
|
|
13
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$5.16M
|
+$609K
|
+21,960
|
+14%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$4.61M
|
-$2.33M
|
-84,053
|
-34%
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$4.4M
|
+$599K
|
+21,590
|
+16%
|
|
|
16
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$4.05M
|
+$118K
|
+4,270
|
+3%
|
|
|
17
|
Wright Wealth
Atlanta,
Georgia
|
$4.02M
|
+$3.93M
|
+141,720
|
New
|
|
|
18
|
Planned Solutions
Folsom,
California
|
$3.54M
|
-$188K
|
-6,774
|
-5%
|
|
|
19
|
McGrath & Associates
Asheville,
North Carolina
|
$3.35M
|
+$223K
|
+8,023
|
+7%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$2.79M
|
+$117K
|
+4,219
|
+5%
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.7M
|
-$122K
|
-4,393
|
-4%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$2.18M
|
+$455K
|
+16,401
|
+27%
|
|
|
23
|
Stapp Wealth Management
Olympia,
Washington
|
$2.13M
|
+$24.6K
|
+888
|
+1%
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$1.84M
|
-$58.3K
|
-2,102
|
-3%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.02M
|
+$37.4K
|
+1,348
|
+4%
|
|
