|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$3.98M
|
+123,407
|
+61%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$9.19M
|
+$2.06M
|
+63,903
|
+30%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$6.5M
|
-$88.5K
|
-2,742
|
-1%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.36M
|
+$6.08M
|
+188,264
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.01M
|
+$390K
|
+12,085
|
+7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25M
|
-$942K
|
-29,178
|
-16%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.53M
|
-$45.7K
|
-1,415
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.44M
|
-$936
|
-29
|
-0%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.14M
|
-$202K
|
-6,256
|
-6%
|
|
|
10
|
Penserra Capital Management
Orinda,
California
|
$3.02M
|
-$200K
|
-6,200
|
-6%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.14M
|
+$56.7K
|
+1,757
|
+3%
|
|
|
12
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.91M
|
+$1.08M
|
+33,576
|
+144%
|
|
|
13
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.9M
|
–
|
–
|
–
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.9M
|
-$47.6K
|
-1,475
|
-3%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$1.76M
|
-$80.9K
|
-2,505
|
-5%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.69M
|
+$108K
|
+3,339
|
+7%
|
|
|
17
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.12M
|
-$38.1K
|
-1,181
|
-3%
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.08M
|
-$11.9K
|
-368
|
-1%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.04M
|
-$1.87K
|
-58
|
-0.2%
|
|
|
20
|
Bellwether Advisors
Lincoln,
Nebraska
|
$963K
|
+$122K
|
+3,766
|
+15%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$954K
|
-$9.75K
|
-302
|
-1%
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$920K
|
+$885K
|
+27,428
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$823K
|
–
|
–
|
–
|
|
|
24
|
Berkshire Money Management
Dalton,
Massachusetts
|
$725K
|
-$41.7K
|
-1,293
|
-6%
|
|
|
25
|
XML Financial
Bethesda,
Maryland
|
$720K
|
–
|
–
|
–
|
|
