|
1
|
Wealthquest
Cincinnati,
Ohio
|
$16.4M
|
–
|
–
|
–
|
|
|
2
|
Lantz Financial
Naperville,
Illinois
|
$8.82M
|
+$8.53M
|
+260,058
|
New
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$7.38M
|
+$4.53M
|
+138,053
|
+174%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.05M
|
-$1.07M
|
-32,628
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.66M
|
-$77.4K
|
-2,360
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.72M
|
-$191K
|
-5,811
|
-5%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.6M
|
-$1.62M
|
-49,290
|
-31%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.6M
|
+$368K
|
+11,236
|
+17%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
-$3.04M
|
-92,793
|
-56%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$2.33M
|
+$69.8K
|
+2,128
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
+$1.31M
|
+40,091
|
+180%
|
|
|
12
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.71M
|
-$230K
|
-7,000
|
-12%
|
|
|
13
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.28M
|
-$1.91M
|
-58,152
|
-61%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.25M
|
-$44.6K
|
-1,360
|
-4%
|
|
|
15
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.17M
|
+$515K
|
+15,702
|
+84%
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.15M
|
-$5.41K
|
-165
|
-0.5%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.06M
|
-$20.6K
|
-627
|
-2%
|
|
|
18
|
XML Financial
Bethesda,
Maryland
|
$1.04M
|
-$907K
|
-27,651
|
-47%
|
|
|
19
|
Covington Capital Management
Los Angeles,
California
|
$1.02M
|
+$966K
|
+29,450
|
+3,927%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$948K
|
+$916K
|
+27,946
|
New
|
|
|
21
|
Berkshire Money Management
Dalton,
Massachusetts
|
$777K
|
–
|
–
|
–
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$736K
|
–
|
–
|
–
|
|
|
23
|
Bellwether Advisors
Lincoln,
Nebraska
|
$726K
|
-$44.8K
|
-1,367
|
-6%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$723K
|
-$42.9K
|
-1,309
|
-6%
|
|
|
25
|
BCS Wealth Management
Johnson City,
Tennessee
|
$686K
|
+$290K
|
+8,836
|
+78%
|
|
