|
1
|
Wealthquest
Cincinnati,
Ohio
|
$16.5M
|
+$1.81M
|
+48,970
|
+12%
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$12.2M
|
+$12.1M
|
+327,275
|
New
|
|
|
3
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$8.71M
|
-$414K
|
-11,203
|
-5%
|
|
|
4
|
Joseph Group Capital Management
Columbus,
Ohio
|
$7.81M
|
+$7.73M
|
+209,432
|
New
|
|
|
5
|
Sunbelt Securities
Houston,
Texas
|
$7.6M
|
-$3.07M
|
-83,261
|
-28%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.88M
|
+$998K
|
+27,028
|
+17%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.36M
|
-$457K
|
-12,375
|
-8%
|
|
|
8
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$3.18M
|
-$63.5K
|
-1,721
|
-2%
|
|
|
9
|
Integral Investment Advisors
Turlock,
California
|
$2.98M
|
+$2.95M
|
+79,897
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$2.26M
|
-$21.6K
|
-585
|
-1%
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.23M
|
+$175K
|
+4,735
|
+9%
|
|
|
12
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$2.03M
|
+$2.01M
|
+54,461
|
New
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.89M
|
+$710K
|
+19,225
|
+61%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
+$682K
|
+18,462
|
+74%
|
|
|
15
|
Beck Capital Management
Austin,
Texas
|
$1.56M
|
-$12.4K
|
-335
|
-0.8%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.46M
|
+$217K
|
+5,885
|
+18%
|
|
|
17
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.39M
|
–
|
–
|
–
|
|
|
18
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.23M
|
-$381K
|
-10,306
|
-24%
|
|
|
19
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.18M
|
-$72.9K
|
-1,974
|
-6%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.08M
|
+$47K
|
+1,273
|
+5%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$1.03M
|
-$365K
|
-9,888
|
-26%
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$943K
|
+$934K
|
+25,284
|
New
|
|
|
23
|
Berkshire Money Management
Dalton,
Massachusetts
|
$863K
|
-$10M
|
-271,265
|
-92%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$702K
|
-$6.24K
|
-169
|
-0.9%
|
|
|
25
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$699K
|
+$692K
|
+18,740
|
New
|
|
