|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$809K
|
+23,568
|
+6%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$9.49M
|
+$2.36M
|
+68,624
|
+34%
|
|
|
3
|
MGO One Seven
Beachwood,
Ohio
|
$7.45M
|
+$7.27M
|
+211,782
|
New
|
|
|
4
|
|
$7.45M
|
+$7.27M
|
+211,782
|
New
|
|
|
5
|
Integral Investment Advisors
Turlock,
California
|
$6.55M
|
+$198K
|
+5,779
|
+3%
|
|
|
6
|
Marcum Wealth
Cleveland,
Ohio
|
$5.75M
|
+$139K
|
+4,057
|
+3%
|
|
|
7
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.39M
|
-$45.5K
|
-1,324
|
-0.9%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.84M
|
+$809K
|
+23,569
|
+21%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.01M
|
+$32K
|
+933
|
+0.8%
|
|
|
10
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3.83M
|
-$4.12K
|
-120
|
-0.1%
|
|
|
11
|
Penserra Capital Management
Orinda,
California
|
$2.96M
|
-$199K
|
-5,808
|
-6%
|
|
|
12
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.92M
|
-$50.4K
|
-1,467
|
-2%
|
|
|
13
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.68M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$840K
|
+24,455
|
+66%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.14M
|
+$202K
|
+5,887
|
+11%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$1.86M
|
+$1.81M
|
+52,820
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.7M
|
-$92.7K
|
-2,700
|
-5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
+$9.51K
|
+277
|
+0.6%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$1.45M
|
-$330K
|
-9,612
|
-19%
|
|
|
20
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.38M
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.34M
|
+$1.31M
|
+38,080
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.23M
|
+$182K
|
+5,286
|
+18%
|
|
|
23
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.17M
|
+$984K
|
+28,653
|
+636%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.09M
|
+$1.06M
|
+30,948
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$925K
|
+$102K
|
+2,982
|
+13%
|
|
