|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
-$456K
|
-12,663
|
-3%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$13.7M
|
+$3.36M
|
+93,349
|
+35%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$6.88M
|
-$138K
|
-3,838
|
-2%
|
|
|
4
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.79M
|
+$14.2K
|
+395
|
+0.3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.02M
|
-$163K
|
-4,544
|
-3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$4.68M
|
+$3.52M
|
+97,810
|
+371%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.16M
|
-$136K
|
-3,788
|
-3%
|
|
|
8
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4.11M
|
–
|
–
|
–
|
|
|
9
|
Penserra Capital Management
Orinda,
California
|
$3.38M
|
+$192K
|
+5,331
|
+6%
|
|
|
10
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$3.09M
|
-$41.3K
|
-1,148
|
-1%
|
|
|
11
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.86M
|
-$14.4K
|
-400
|
-0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.7M
|
+$360K
|
+10,009
|
+16%
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.35M
|
+$2.24M
|
+62,232
|
New
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.32M
|
+$17.7K
|
+493
|
+0.8%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$2.12M
|
+$125K
|
+3,470
|
+7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.8M
|
-$23.3K
|
-647
|
-1%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.56M
|
-$4.86K
|
-135
|
-0.3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
-$164K
|
-4,550
|
-10%
|
|
|
19
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.48M
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.42M
|
-$17K
|
-472
|
-1%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$1.35M
|
+$1.28M
|
+35,714
|
New
|
|
|
22
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.25M
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.17M
|
+$385K
|
+10,714
|
+53%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.17M
|
–
|
–
|
–
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$1.16M
|
+$1.11M
|
+30,765
|
New
|
|
