|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.6M
|
+$9.43M
|
+324,401
|
+38%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.6M
|
+$2.78M
|
+95,553
|
+9%
|
|
|
28
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$33.1M
|
+$575K
|
+19,778
|
+2%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$29M
|
-$8.18M
|
-281,350
|
-22%
|
|
|
30
|
Park Avenue Securities
New York
|
$28.4M
|
-$743K
|
-25,566
|
-3%
|
|
|
31
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$27.6M
|
-$833K
|
-28,642
|
-3%
|
|
|
32
|
Trilogy Capital
Irvine,
California
|
$27.5M
|
+$12M
|
+411,996
|
+78%
|
|
|
33
|
Evergreen Capital Management
Bellevue,
Washington
|
$27.3M
|
-$5.59M
|
-192,378
|
-17%
|
|
|
34
|
Creative Financial Designs
Kokomo,
Indiana
|
$27M
|
+$329K
|
+11,330
|
+1%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$24.5M
|
-$4.81M
|
-165,572
|
-16%
|
|
|
36
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$24.5M
|
+$1.12M
|
+38,697
|
+5%
|
|
|
37
|
Nelson Capital Management
Menlo Park,
California
|
$23.6M
|
+$775K
|
+26,658
|
+3%
|
|
|
38
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$23.4M
|
+$2.63M
|
+90,418
|
+13%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.2M
|
+$1.64M
|
+56,375
|
+8%
|
|
|
40
|
One Day In July LLC
Burlington,
Vermont
|
$21.5M
|
+$1.31M
|
+45,086
|
+7%
|
|
|
41
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$20.9M
|
-$57.2K
|
-1,969
|
-0.3%
|
|
|
42
|
Willow Creek Wealth Management
Sebastopol,
California
|
$20.4M
|
+$431K
|
+14,816
|
+2%
|
|
|
43
|
|
$20.1M
|
+$5.19M
|
+178,617
|
+35%
|
|
|
44
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$19.2M
|
+$2.08M
|
+71,398
|
+12%
|
|
|
45
|
Impact Partnership Wealth
Marietta,
Georgia
|
$19M
|
+$7.8M
|
+268,263
|
+70%
|
|
|
46
|
|
$18.6M
|
-$2.42M
|
-83,241
|
-12%
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
$18.2M
|
+$3.47M
|
+119,489
|
+24%
|
|
|
48
|
Castleark Management
Chicago,
Illinois
|
$17.8M
|
–
|
–
|
–
|
|
|
49
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.3M
|
+$17.2M
|
+590,659
|
New
|
|
|
50
|
Capital Group Private Client Services
Los Angeles,
California
|
$16.5M
|
+$109K
|
+3,757
|
+0.7%
|
|
