|
1
|
Wealthquest
Cincinnati,
Ohio
|
$101M
|
-$9.15M
|
-289,577
|
-8%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$74M
|
+$16.7M
|
+529,782
|
+30%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$55M
|
-$3.7M
|
-117,066
|
-6%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$54.2M
|
-$4.74M
|
-150,185
|
-8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.8M
|
+$778K
|
+24,638
|
+2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.4M
|
+$11.4M
|
+360,840
|
+51%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27M
|
+$7.86M
|
+248,809
|
+42%
|
|
|
8
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$26.4M
|
+$950K
|
+30,062
|
+4%
|
|
|
9
|
Crown Wealth Group
Charlotte,
North Carolina
|
$24.5M
|
+$1.64M
|
+52,007
|
+7%
|
|
|
10
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$23.7M
|
+$415K
|
+13,138
|
+2%
|
|
|
11
|
Kure Advisory
Plymouth,
Minnesota
|
$22.6M
|
+$3.85M
|
+121,919
|
+21%
|
|
|
12
|
Compass Advisory Group
Melville,
New York
|
$22.3M
|
-$166K
|
-5,263
|
-0.8%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.6M
|
+$6.6M
|
+208,932
|
+45%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$20.5M
|
+$962K
|
+30,440
|
+5%
|
|
|
15
|
Clear Creek Financial Management
Silverdale,
Washington
|
$18.9M
|
+$18.2M
|
+577,721
|
+5,521%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.1M
|
+$5.75M
|
+181,900
|
+52%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$15.9M
|
+$9.95M
|
+314,895
|
+175%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$15.8M
|
+$1.18M
|
+37,427
|
+8%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$15M
|
-$104K
|
-3,305
|
-0.7%
|
|
|
20
|
Centaurus Financial
Anaheim,
California
|
$14.8M
|
+$1.31M
|
+41,511
|
+10%
|
|
|
21
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$13.4M
|
+$295K
|
+9,349
|
+2%
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$13.3M
|
+$192K
|
+6,073
|
+1%
|
|
|
23
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$11.8M
|
+$11.6M
|
+367,244
|
New
|
|
|
24
|
PTM Wealth Management
North Wales,
United States
|
$10.4M
|
+$1.02M
|
+32,364
|
+11%
|
|
|
25
|
CRA Financial Services
Northfield,
New Jersey
|
$10.3M
|
+$1.51M
|
+47,865
|
+17%
|
|
