|
1
|
Wealthquest
Cincinnati,
Ohio
|
$9.76M
|
-$1.37M
|
-41,373
|
-13%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.69M
|
+$299K
|
+9,045
|
+7%
|
|
|
3
|
Krilogy Financial
St. Louis,
Missouri
|
$4.31M
|
+$472K
|
+14,270
|
+13%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$3.85M
|
+$386K
|
+11,676
|
+11%
|
|
|
5
|
Penserra Capital Management
Orinda,
California
|
$2.98M
|
-$201K
|
-6,084
|
-6%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$2.46M
|
+$558K
|
+16,882
|
+30%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
+$60.3K
|
+1,825
|
+3%
|
|
|
8
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.88M
|
+$1.09M
|
+33,019
|
+146%
|
|
|
9
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.69M
|
-$331
|
-10
|
-0%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$1.5M
|
+$87K
|
+2,632
|
+6%
|
|
|
11
|
Accuvest Global Advisors
Provo,
Utah
|
$1.48M
|
+$1.45M
|
+43,758
|
New
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.32M
|
-$5.19K
|
-157
|
-0.4%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.31M
|
-$118K
|
-3,582
|
-8%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.19M
|
+$377K
|
+11,417
|
+48%
|
|
|
15
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$1.01M
|
+$84.8K
|
+2,565
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$919K
|
+$190K
|
+5,736
|
+27%
|
|
|
17
|
BCS Wealth Management
Johnson City,
Tennessee
|
$873K
|
-$1.36M
|
-41,230
|
-62%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$843K
|
-$4.07K
|
-123
|
-0.5%
|
|
|
19
|
Integral Investment Advisors
Turlock,
California
|
$836K
|
-$2.15K
|
-65
|
-0.3%
|
|
|
20
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$829K
|
-$9.39K
|
-284
|
-1%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$813K
|
+$795K
|
+24,034
|
New
|
|
|
22
|
CRA Financial Services
Northfield,
New Jersey
|
$807K
|
+$81.3K
|
+2,460
|
+12%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$719K
|
+$404K
|
+12,216
|
+135%
|
|
|
24
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$675K
|
+$49.6K
|
+1,500
|
+8%
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$582K
|
–
|
–
|
–
|
|
