|
1
|
Wealthquest
Cincinnati,
Ohio
|
$8.38M
|
+$1.29M
|
+41,132
|
+17%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.75M
|
+$5.55M
|
+177,369
|
+200%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$5.7M
|
+$69.9K
|
+2,234
|
+1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.12M
|
-$993K
|
-31,762
|
-15%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.8M
|
+$5.15M
|
+164,824
|
New
|
|
|
6
|
Delta Investment Management
San Francisco,
California
|
$2.84M
|
-$54.7K
|
-1,748
|
-2%
|
|
|
7
|
Round Table Services
Westfield,
New Jersey
|
$2.78M
|
+$816K
|
+26,090
|
+38%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.35M
|
+$551K
|
+17,619
|
+28%
|
|
|
9
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.25M
|
–
|
–
|
–
|
|
|
10
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.21M
|
+$1.84M
|
+58,858
|
+351%
|
|
|
11
|
Penserra Capital Management
Orinda,
California
|
$1.61M
|
+$396K
|
+12,656
|
+30%
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.53M
|
+$659K
|
+21,062
|
+67%
|
|
|
13
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.48M
|
+$1.58M
|
+50,600
|
New
|
|
|
14
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.38M
|
+$38.1K
|
+1,219
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
-$61K
|
-1,949
|
-4%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.26M
|
+$577K
|
+18,436
|
+74%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.1M
|
+$408K
|
+13,040
|
+52%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.02M
|
+$658K
|
+21,034
|
+151%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$931K
|
+$644K
|
+20,607
|
+183%
|
|
|
20
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$915K
|
–
|
–
|
–
|
|
|
21
|
BCGM Wealth Management
Lafayette,
Indiana
|
$840K
|
-$62.5K
|
-2,000
|
-7%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$807K
|
+$131K
|
+4,193
|
+18%
|
|
|
23
|
Lantz Financial
Naperville,
Illinois
|
$667K
|
+$375K
|
+11,982
|
+110%
|
|
|
24
|
My Personal CFO LLC
Vancouver,
Washington
|
$654K
|
+$313K
|
+10,012
|
New
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$648K
|
+$233K
|
+7,463
|
+51%
|
|
