|
1
|
Wealthquest
Cincinnati,
Ohio
|
$8.59M
|
-$550K
|
-15,179
|
-6%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5M
|
-$920K
|
-25,356
|
-15%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$4.68M
|
+$1.47M
|
+40,608
|
+44%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.46M
|
+$431K
|
+11,877
|
+10%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$4.44M
|
+$560K
|
+15,445
|
+14%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$2.15M
|
-$318K
|
-8,770
|
-12%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$2.15M
|
-$637K
|
-17,575
|
-22%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.14M
|
-$235K
|
-6,485
|
-10%
|
|
|
9
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.84M
|
-$109K
|
-3,000
|
-5%
|
|
|
10
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.75M
|
–
|
–
|
–
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.42M
|
-$93.1K
|
-2,568
|
-6%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.33M
|
-$36.3K
|
-1,000
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
-$42.7K
|
-1,177
|
-3%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.15M
|
-$168K
|
-4,635
|
-12%
|
|
|
15
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$969K
|
-$56.9K
|
-1,568
|
-5%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$927K
|
+$5.33K
|
+147
|
+0.6%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$901K
|
+$37.6K
|
+1,038
|
+4%
|
|
|
18
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$886K
|
+$54.4K
|
+1,500
|
+6%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$825K
|
-$1.16M
|
-32,074
|
-58%
|
|
|
20
|
Integral Investment Advisors
Turlock,
California
|
$823K
|
–
|
–
|
–
|
|
|
21
|
Accuvest Global Advisors
Provo,
Utah
|
$806K
|
-$767K
|
-21,142
|
-48%
|
|
|
22
|
BCS Wealth Management
Johnson City,
Tennessee
|
$745K
|
-$102K
|
-2,822
|
-12%
|
|
|
23
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$689K
|
-$94.8K
|
-2,614
|
-12%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$630K
|
+$653K
|
+18,020
|
New
|
|
|
25
|
KFG Wealth Management
Granger,
Indiana
|
$607K
|
-$219K
|
-6,050
|
-26%
|
|
