|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$98.5M
|
+$38.8M
|
+1,212,348
|
+61%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$63M
|
+$59.3M
|
+1,852,899
|
+1,011%
|
|
|
3
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$53.4M
|
+$1.71M
|
+53,530
|
+3%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$43.6M
|
+$45.1M
|
+1,410,104
|
New
|
|
|
5
|
Peterson Wealth Advisors
Orem,
Utah
|
$34.2M
|
+$25.3M
|
+791,601
|
+253%
|
|
|
6
|
Jackson Wealth Management
Lake Mary,
Florida
|
$22.4M
|
+$175K
|
+5,471
|
+0.8%
|
|
|
7
|
Copperwynd Financial
Scottsdale,
Arizona
|
$14.5M
|
+$13M
|
+406,150
|
+655%
|
|
|
8
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$12.7M
|
-$724K
|
-22,625
|
-5%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.8M
|
+$932K
|
+29,145
|
+8%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$11.2M
|
+$9.61M
|
+300,324
|
+498%
|
|
|
11
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.31M
|
+$7.56M
|
+236,299
|
New
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.08M
|
+$6.58M
|
+205,827
|
+901%
|
|
|
13
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.21M
|
+$231K
|
+7,228
|
+4%
|
|
|
14
|
|
$6.21M
|
+$6.42M
|
+200,639
|
New
|
|
|
15
|
Voya Financial Advisors
Windsor,
Connecticut
|
$6.2M
|
+$5.69M
|
+177,996
|
+706%
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.94M
|
-$45.1K
|
-1,410
|
-0.7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
-$597K
|
-18,655
|
-10%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$4.45M
|
+$173K
|
+5,406
|
+4%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$4.43M
|
+$3.95M
|
+123,471
|
+630%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.4M
|
+$826K
|
+25,836
|
+22%
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.38M
|
+$2.38M
|
+74,548
|
+111%
|
|
|
22
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$4.34M
|
+$4.29M
|
+134,047
|
+2,185%
|
|
|
23
|
Frontier Investment Management
Dallas,
Texas
|
$4.31M
|
+$4.45M
|
+139,157
|
New
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$4.27M
|
+$2.88M
|
+90,101
|
+188%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.99M
|
+$3.39M
|
+105,976
|
+460%
|
|
