|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.8M
|
+$60.2M
|
+1,972,205
|
New
|
|
|
2
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$52.3M
|
-$2.43M
|
-79,722
|
-5%
|
|
|
3
|
Jackson Wealth Management
Lake Mary,
Florida
|
$23.1M
|
+$21.9M
|
+717,220
|
New
|
|
|
4
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$13.6M
|
-$31.6K
|
-1,037
|
-0.2%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11M
|
+$10.8M
|
+352,604
|
New
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$9.8M
|
+$9.6M
|
+313,406
|
New
|
|
|
7
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$6.97M
|
+$6.79M
|
+222,488
|
New
|
|
|
8
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.06M
|
+$5.91M
|
+193,627
|
New
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.05M
|
+$5.9M
|
+193,255
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.96M
|
-$162K
|
-5,302
|
-3%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.74M
|
+$5.59M
|
+183,240
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.33M
|
-$148K
|
-4,863
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.64M
|
+$312K
|
+10,227
|
+10%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$3.55M
|
-$332K
|
-10,892
|
-9%
|
|
|
15
|
United Asset Strategies
Garden City,
New York
|
$3.13M
|
+$3.05M
|
+100,109
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.72M
|
+$2.65M
|
+86,929
|
New
|
|
|
17
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.61M
|
+$2.54M
|
+83,262
|
New
|
|
|
18
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.1M
|
+$2.04M
|
+67,008
|
New
|
|
|
19
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.94M
|
+$1.89M
|
+62,025
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.89M
|
+$1.84M
|
+60,304
|
New
|
|
|
21
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.88M
|
+$1.83M
|
+60,094
|
New
|
|
|
22
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.63M
|
+$1.59M
|
+52,072
|
New
|
|
|
23
|
|
$1.63M
|
+$612K
|
+20,064
|
+63%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$1.5M
|
+$1.46M
|
+47,863
|
New
|
|
|
25
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.42M
|
+$1.39M
|
+45,446
|
New
|
|
