|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.3M
|
–
|
–
|
–
|
|
|
52
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.1M
|
-$384K
|
-20,886
|
-3%
|
|
|
53
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$13.9M
|
+$567K
|
+30,804
|
+5%
|
|
|
54
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$13.7M
|
+$378K
|
+20,532
|
+3%
|
|
|
55
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.5M
|
-$1.3M
|
-70,773
|
-9%
|
|
|
56
|
Avantax Advisory Services
Dallas,
Texas
|
$13.3M
|
+$11.8M
|
+639,828
|
+786%
|
|
|
57
|
AE Wealth Management
Topeka,
Kansas
|
$13.1M
|
-$2.04M
|
-111,045
|
-14%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13M
|
-$42.1K
|
-2,289
|
-0.3%
|
|
|
59
|
Resource Management
Metairie,
Louisiana
|
$12.7M
|
-$157K
|
-8,547
|
-1%
|
|
|
60
|
Opus Investment Management
Worcester,
Massachusetts
|
$12.6M
|
–
|
–
|
–
|
|
|
61
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$12.5M
|
+$105K
|
+5,721
|
+0.9%
|
|
|
62
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$12.3M
|
+$268K
|
+14,547
|
+2%
|
|
|
63
|
Capital Advantage
Walnut Creek,
California
|
$12.2M
|
-$417K
|
-22,653
|
-3%
|
|
|
64
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$11.5M
|
+$8.42M
|
+457,575
|
+277%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.4M
|
+$11.4M
|
+621,303
|
+5,704%
|
|
|
66
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.9M
|
-$49K
|
-2,661
|
-0.4%
|
|
|
67
|
Vaughan David Investments
Peoria,
Illinois
|
$10.8M
|
+$1.14M
|
+61,818
|
+12%
|
|
|
68
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.4M
|
+$69.5K
|
+3,777
|
+0.7%
|
|
|
69
|
LVW Advisors
Pittsford,
New York
|
$10.4M
|
+$2.34M
|
+127,146
|
+29%
|
|
|
70
|
Integrated Advisors Network
Dallas,
Texas
|
$10.2M
|
+$6.16M
|
+334,977
|
+152%
|
|
|
71
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$10M
|
+$671K
|
+36,447
|
+7%
|
|
|
72
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.93M
|
+$596K
|
+32,391
|
+6%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$9.62M
|
-$1.52M
|
-82,797
|
-14%
|
|
|
74
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.51M
|
+$787K
|
+42,747
|
+9%
|
|
|
75
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$9.45M
|
-$2.03M
|
-110,106
|
-18%
|
|
