|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$110M
|
+$8.37M
|
+263,723
|
+8%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$73.2M
|
+$8.22M
|
+259,169
|
+13%
|
|
|
3
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$56.2M
|
+$1.05M
|
+33,160
|
+2%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$49.2M
|
+$4.23M
|
+133,280
|
+9%
|
|
|
5
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$46.2M
|
+$46M
|
+1,450,171
|
New
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$36.6M
|
+$1.32M
|
+41,542
|
+4%
|
|
|
7
|
Jackson Wealth Management
Lake Mary,
Florida
|
$25.1M
|
+$964K
|
+30,394
|
+4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$16.7M
|
+$5.17M
|
+162,969
|
+45%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$13.9M
|
+$1.7M
|
+53,664
|
+14%
|
|
|
10
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$13M
|
-$129K
|
-4,078
|
-1%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$11.2M
|
+$10.8M
|
+340,044
|
New
|
|
|
12
|
|
$9.9M
|
+$9.9M
|
+311,817
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.5M
|
+$6.3M
|
+198,424
|
+199%
|
|
|
14
|
Copperwynd Financial
Scottsdale,
Arizona
|
$9.49M
|
-$5.41M
|
-170,383
|
-36%
|
|
|
15
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$9.4M
|
+$9.36M
|
+294,904
|
New
|
|
|
16
|
Financial Enhancement Group
Anderson,
Indiana
|
$8.17M
|
+$878K
|
+27,679
|
+12%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.8M
|
+$266K
|
+8,395
|
+4%
|
|
|
18
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$7.64M
|
+$3.65M
|
+114,888
|
+92%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.98M
|
+$6.95M
|
+218,922
|
New
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.63M
|
+$228K
|
+7,196
|
+4%
|
|
|
21
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.36M
|
+$6.33M
|
+199,624
|
New
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.36M
|
+$240K
|
+7,567
|
+4%
|
|
|
23
|
Continuum Advisory
Eagle,
Idaho
|
$6.34M
|
+$1.77M
|
+55,785
|
+39%
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$6.02M
|
+$1.5M
|
+47,375
|
+33%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.69M
|
+$1.57M
|
+49,444
|
+38%
|
|
