|
1
|
Wealthquest
Cincinnati,
Ohio
|
$16.4M
|
+$1.59M
|
+48,458
|
+11%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.27M
|
-$387K
|
-11,806
|
-5%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.53M
|
-$645K
|
-19,670
|
-11%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.27M
|
-$139K
|
-4,251
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.67M
|
-$32.3K
|
-986
|
-0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.85M
|
-$84.9K
|
-2,587
|
-2%
|
|
|
7
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.2M
|
+$9.84K
|
+300
|
+0.3%
|
|
|
8
|
Integral Investment Advisors
Turlock,
California
|
$2.65M
|
+$2.61M
|
+79,477
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.22M
|
–
|
–
|
–
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.19M
|
-$324K
|
-9,880
|
-13%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$2.03M
|
-$45.1K
|
-1,376
|
-2%
|
|
|
12
|
XML Financial
Bethesda,
Maryland
|
$1.95M
|
-$10K
|
-305
|
-0.5%
|
|
|
13
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.92M
|
+$1.88M
|
+57,400
|
New
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.27M
|
+$319K
|
+9,726
|
+34%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.13M
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.07M
|
-$292K
|
-8,916
|
-22%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$960K
|
-$329K
|
-10,033
|
-26%
|
|
|
18
|
Berkshire Money Management
Dalton,
Massachusetts
|
$764K
|
–
|
–
|
–
|
|
|
19
|
Bellwether Advisors
Lincoln,
Nebraska
|
$760K
|
-$65.9K
|
-2,010
|
-8%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$755K
|
-$16.4K
|
-500
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$744K
|
-$100K
|
-3,048
|
-12%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$731K
|
-$7.41K
|
-226
|
-1%
|
|
|
23
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$724K
|
–
|
–
|
–
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$689K
|
-$141K
|
-4,292
|
-17%
|
|
|
25
|
InterOcean Capital Group
Nashville,
Tennessee
|
$634K
|
–
|
–
|
–
|
|
