|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.8M
|
+$1.89M
|
+63,920
|
+3%
|
|
|
2
|
Private Advisory Group
Redmond,
Washington
|
$12.7M
|
+$8.71M
|
+294,036
|
+190%
|
|
|
3
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$12.4M
|
+$529K
|
+17,870
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.44M
|
-$438K
|
-14,790
|
-4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.09M
|
+$1.73M
|
+58,414
|
+22%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$8.67M
|
-$1.26M
|
-42,664
|
-12%
|
|
|
7
|
Triton Wealth Management
Sun City,
Arizona
|
$6.89M
|
+$82.7K
|
+2,793
|
+1%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.43M
|
-$1.24M
|
-41,893
|
-16%
|
|
|
9
|
BWM Planning
The Woodlands,
Texas
|
$6.38M
|
+$728K
|
+24,585
|
+12%
|
|
|
10
|
WJ Interests
Sugar Land,
Texas
|
$6.18M
|
+$631K
|
+21,296
|
+11%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.05M
|
-$116K
|
-3,934
|
-2%
|
|
|
12
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$5.85M
|
+$730K
|
+24,669
|
+14%
|
|
|
13
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$5.5M
|
-$269K
|
-9,091
|
-4%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$4.58M
|
-$24.5K
|
-826
|
-0.5%
|
|
|
15
|
Brookwood Investment Group
Phoenix,
Arizona
|
$4.46M
|
+$4.67M
|
+157,753
|
New
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$4.44M
|
+$2.37M
|
+80,050
|
+104%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.2M
|
-$2.02M
|
-68,266
|
-32%
|
|
|
18
|
Wright Wealth
Atlanta,
Georgia
|
$4.05M
|
+$39.7K
|
+1,342
|
+0.9%
|
|
|
19
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.95M
|
-$110K
|
-3,718
|
-3%
|
|
|
20
|
McGrath & Associates
Asheville,
North Carolina
|
$3.54M
|
+$207K
|
+6,999
|
+6%
|
|
|
21
|
Planned Solutions
Folsom,
California
|
$3.48M
|
-$52.7K
|
-1,781
|
-1%
|
|
|
22
|
BlackDiamond Wealth Management
New York
|
$2.64M
|
+$52K
|
+1,756
|
+2%
|
|
|
23
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.42M
|
-$278K
|
-9,373
|
-10%
|
|
|
24
|
Stapp Wealth Management
Olympia,
Washington
|
$2.1M
|
-$25.8K
|
-870
|
-1%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$1.58M
|
-$263K
|
-8,870
|
-14%
|
|
