|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119M
|
+$1.14M
|
+34,076
|
+1%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$83.9M
|
+$5.59M
|
+167,226
|
+7%
|
|
|
3
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$56M
|
-$51.4K
|
-1,536
|
-0.1%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$53.7M
|
+$1.11M
|
+33,230
|
+2%
|
|
|
5
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$49.1M
|
-$316K
|
-9,464
|
-0.7%
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$42.6M
|
+$3.46M
|
+103,419
|
+9%
|
|
|
7
|
Jackson Wealth Management
Lake Mary,
Florida
|
$25.6M
|
-$79.6K
|
-2,380
|
-0.3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$21.7M
|
+$3.81M
|
+113,924
|
+22%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.7M
|
+$1.81M
|
+54,258
|
+12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
+$5.81M
|
+173,905
|
+58%
|
|
|
11
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$13.7M
|
-$226K
|
-6,764
|
-2%
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$11.8M
|
+$1.4M
|
+41,734
|
+12%
|
|
|
13
|
Pension Partners
New York
|
$11.2M
|
+$11M
|
+328,332
|
New
|
|
|
14
|
|
$10.6M
|
–
|
–
|
–
|
|
|
15
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$10.3M
|
+$260K
|
+7,770
|
+3%
|
|
|
16
|
Financial Enhancement Group
Anderson,
Indiana
|
$9.83M
|
+$1.07M
|
+32,133
|
+13%
|
|
|
17
|
|
$9.02M
|
+$4.14M
|
+123,788
|
+88%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.43M
|
+$92.6K
|
+2,769
|
+1%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$8.18M
|
+$1.35M
|
+40,384
|
+20%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$8.14M
|
+$1.04M
|
+30,995
|
+15%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$7.61M
|
+$3.01M
|
+89,946
|
+67%
|
|
|
22
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.81M
|
+$7.36K
|
+220
|
+0.1%
|
|
|
23
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.8M
|
+$6.89K
|
+206
|
+0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.19M
|
+$105K
|
+3,132
|
+2%
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$5.65M
|
+$1.6M
|
+47,790
|
+40%
|
|
