|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.3M
|
+$3.42M
|
+67,402
|
+25%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$10.2M
|
+$437K
|
+8,605
|
+4%
|
|
|
3
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$9.15M
|
+$2.24M
|
+44,084
|
+33%
|
|
|
4
|
Delos Wealth Advisors
Dallas,
Texas
|
$5.88M
|
+$439K
|
+8,640
|
+8%
|
|
|
5
|
Income Research & Management
Boston,
Massachusetts
|
$5.1M
|
–
|
–
|
–
|
|
|
6
|
BCGM Wealth Management
Lafayette,
Indiana
|
$5.02M
|
+$247K
|
+4,852
|
+5%
|
|
|
7
|
Balance Wealth
Delaware,
Ohio
|
$2.74M
|
+$77.4K
|
+1,523
|
+3%
|
|
|
8
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.47M
|
+$2.46M
|
+48,466
|
New
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.72M
|
+$232K
|
+4,570
|
+16%
|
|
|
10
|
Guardian Financial Partners
Orange,
California
|
$1.63M
|
-$1.27K
|
-25
|
-0.1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.54M
|
+$1.07M
|
+20,994
|
+229%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.54M
|
+$1.09M
|
+21,538
|
+250%
|
|
|
13
|
Victory Financial Group
Austin,
Texas
|
$1.25M
|
+$194K
|
+3,810
|
+18%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.02M
|
+$1.01M
|
+19,924
|
New
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$964K
|
+$11.4K
|
+225
|
+1%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$927K
|
+$96.2K
|
+1,894
|
+12%
|
|
|
17
|
JDM Financial Group
Austin,
Texas
|
$902K
|
-$81.8K
|
-1,611
|
-8%
|
|
|
18
|
Lake Street Private Wealth
Chicago,
Illinois
|
$878K
|
+$594K
|
+11,685
|
+211%
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$856K
|
+$473K
|
+9,305
|
+124%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$803K
|
+$768K
|
+15,117
|
+2,388%
|
|
|
21
|
Nemes Rush Group
Novi,
Michigan
|
$732K
|
+$275K
|
+5,417
|
+61%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$610K
|
+$608K
|
+11,967
|
New
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$592K
|
+$181K
|
+3,563
|
+44%
|
|
|
24
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$366K
|
-$254K
|
-5,000
|
-41%
|
|
|
25
|
Fiducient Advisors
Chicago,
Illinois
|
$322K
|
+$2.9K
|
+57
|
+0.9%
|
|
