|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.5M
|
+$11.4M
|
+365,749
|
New
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$9.2M
|
+$3.58M
|
+114,761
|
+64%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.84M
|
+$916K
|
+29,342
|
+24%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.63M
|
-$3.18M
|
-101,832
|
-55%
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.07M
|
+$2.03M
|
+65,081
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.56M
|
+$128K
|
+4,113
|
+9%
|
|
|
7
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.48M
|
+$1.47M
|
+47,000
|
New
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.43M
|
+$109K
|
+3,504
|
+8%
|
|
|
9
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.4M
|
+$1.39M
|
+44,392
|
New
|
|
|
10
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$981K
|
–
|
–
|
–
|
|
|
11
|
BCGM Wealth Management
Lafayette,
Indiana
|
$949K
|
+$932K
|
+29,852
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$848K
|
+$302K
|
+9,655
|
+56%
|
|
|
13
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$742K
|
-$36.9K
|
-1,183
|
-5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$616K
|
-$123K
|
-3,947
|
-17%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$588K
|
-$3.12K
|
-100
|
-0.5%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$568K
|
-$18.5K
|
-593
|
-3%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$510K
|
+$507K
|
+16,220
|
New
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$482K
|
+$307K
|
+9,825
|
+178%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$466K
|
+$464K
|
+14,844
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$459K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$410K
|
+$51.6K
|
+1,652
|
+14%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$387K
|
+$385K
|
+12,327
|
New
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$343K
|
+$337K
|
+10,804
|
New
|
|
|
24
|
ACAS LLC
Rancho Santa Fe,
California
|
$272K
|
+$6.25K
|
+200
|
+2%
|
|
|
25
|
4J Wealth Management
Alexandria,
Virginia
|
$259K
|
-$170K
|
-5,437
|
-40%
|
|
