|
1
|
L.J. Altfest & Co
New York
|
$13.3M
|
+$13.7M
|
+441,116
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.77M
|
+$8.01M
|
+257,729
|
New
|
|
|
3
|
Wealthquest
Cincinnati,
Ohio
|
$7.43M
|
-$6.36M
|
-204,715
|
-45%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.25M
|
-$2.42M
|
-77,979
|
-27%
|
|
|
5
|
Integral Investment Advisors
Turlock,
California
|
$5.83M
|
-$799K
|
-25,723
|
-12%
|
|
|
6
|
Delta Investment Management
San Francisco,
California
|
$2.99M
|
+$3.08M
|
+99,238
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.67M
|
+$1.66M
|
+53,374
|
+152%
|
|
|
8
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.32M
|
+$2.39M
|
+77,052
|
New
|
|
|
9
|
Round Table Services
Westfield,
New Jersey
|
$2.09M
|
+$208K
|
+6,695
|
+11%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.9M
|
-$5.59K
|
-180
|
-0.3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
-$77.5K
|
-2,493
|
-5%
|
|
|
12
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.39M
|
-$107K
|
-3,429
|
-7%
|
|
|
13
|
Penserra Capital Management
Orinda,
California
|
$1.29M
|
+$735K
|
+23,646
|
+124%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.25M
|
+40,061
|
New
|
|
|
15
|
BCGM Wealth Management
Lafayette,
Indiana
|
$955K
|
–
|
–
|
–
|
|
|
16
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$946K
|
+$2.46K
|
+79
|
+0.3%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$945K
|
+$67.2K
|
+2,162
|
+7%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$836K
|
-$211K
|
-6,784
|
-20%
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$836K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$772K
|
-$1.55K
|
-50
|
-0.2%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$752K
|
-$85.3K
|
-2,745
|
-10%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$749K
|
+$60.3K
|
+1,941
|
+8%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$653K
|
+$674K
|
+21,672
|
New
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$586K
|
+$604K
|
+19,440
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$546K
|
+$563K
|
+18,104
|
New
|
|
