|
1
|
Wealthquest
Cincinnati,
Ohio
|
$6.51M
|
+$1.01M
|
+32,750
|
+18%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.26M
|
-$510K
|
-16,569
|
-8%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$6.1M
|
+$45.6K
|
+1,484
|
+0.8%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.76M
|
-$601K
|
-19,544
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.18M
|
+$799K
|
+25,968
|
+18%
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.38M
|
-$24K
|
-779
|
-0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.19M
|
-$174K
|
-5,660
|
-5%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.1M
|
-$820K
|
-26,667
|
-21%
|
|
|
9
|
Penserra Capital Management
Orinda,
California
|
$2.98M
|
+$1.3M
|
+42,183
|
+78%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.92M
|
-$48.1K
|
-1,563
|
-2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.8M
|
+$750K
|
+24,402
|
+73%
|
|
|
12
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.76M
|
+$24.6K
|
+800
|
+1%
|
|
|
13
|
Sunbelt Securities
Houston,
Texas
|
$1.73M
|
-$11.7K
|
-380
|
-0.7%
|
|
|
14
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.49M
|
–
|
–
|
–
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
|
16
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.07M
|
–
|
–
|
–
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.01M
|
-$32.3K
|
-1,049
|
-3%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$961K
|
-$26.9K
|
-875
|
-3%
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$892K
|
-$62.9K
|
-2,045
|
-7%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$817K
|
+$371K
|
+12,069
|
+85%
|
|
|
21
|
Bellwether Advisors
Lincoln,
Nebraska
|
$773K
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$761K
|
–
|
–
|
–
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$733K
|
–
|
–
|
–
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$725K
|
-$36.9K
|
-1,201
|
-5%
|
|
|
25
|
Berkshire Money Management
Dalton,
Massachusetts
|
$710K
|
–
|
–
|
–
|
|
