|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$5.71M
|
+184,681
|
+121%
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$8M
|
-$26.4K
|
-855
|
-0.3%
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$6.82M
|
-$10.1K
|
-325
|
-0.2%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$5.55M
|
+$5.44M
|
+175,809
|
New
|
|
|
5
|
Accuvest Global Advisors
Provo,
Utah
|
$4.94M
|
+$4.84M
|
+156,556
|
New
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.39M
|
+$4.27M
|
+138,198
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
+$272K
|
+8,786
|
+7%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$2.91M
|
-$197K
|
-6,364
|
-6%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.52M
|
-$96.7K
|
-3,126
|
-4%
|
|
|
10
|
Diligent Investors
Redlands,
California
|
$1.58M
|
-$4.64K
|
-150
|
-0.3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.29M
|
+$41.3K
|
+1,335
|
+3%
|
|
|
12
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.23M
|
+$30.9K
|
+1,000
|
+3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.14M
|
-$492K
|
-15,900
|
-31%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$984K
|
-$23.1K
|
-746
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$940K
|
-$14.1K
|
-456
|
-2%
|
|
|
16
|
Steward Financial Group
Colleyville,
Texas
|
$914K
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$861K
|
–
|
–
|
–
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$852K
|
–
|
–
|
–
|
|
|
19
|
Integral Investment Advisors
Turlock,
California
|
$801K
|
-$1.85K
|
-60
|
-0.2%
|
|
|
20
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$762K
|
+$68.7K
|
+2,223
|
+10%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$753K
|
-$182K
|
-5,871
|
-20%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$704K
|
-$21K
|
-679
|
-3%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$689K
|
-$11K
|
-356
|
-2%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$641K
|
+$43.9K
|
+1,420
|
+8%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$630K
|
-$2.17K
|
-70
|
-0.3%
|
|
