|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.1M
|
+$1.48M
|
+34,870
|
+6%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$16.4M
|
+$1.11M
|
+26,246
|
+8%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$13.1M
|
+$2.64M
|
+62,320
|
+26%
|
|
|
4
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.5M
|
+$11.1M
|
+262,866
|
New
|
|
|
5
|
Integral Investment Advisors
Turlock,
California
|
$11M
|
+$190K
|
+4,493
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.62M
|
+$1.5M
|
+35,378
|
+22%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$8.29M
|
+$1.37M
|
+32,378
|
+21%
|
|
|
8
|
Marcum Wealth
Cleveland,
Ohio
|
$6.82M
|
+$4.82M
|
+113,727
|
+268%
|
|
|
9
|
|
$6.52M
|
+$2.1M
|
+49,578
|
+50%
|
|
|
10
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.13M
|
+$153K
|
+3,600
|
+4%
|
|
|
11
|
Berkshire Money Management
Dalton,
Massachusetts
|
$3.77M
|
-$7.04M
|
-165,983
|
-66%
|
|
|
12
|
Bellwether Advisors
Lincoln,
Nebraska
|
$3.3M
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.19M
|
+$814K
|
+19,206
|
+36%
|
|
|
14
|
Heritage Wealth Partners
Dublin,
Ohio
|
$3.04M
|
+$2.95M
|
+69,664
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.84M
|
+$516K
|
+12,161
|
+23%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$2.78M
|
-$271K
|
-6,394
|
-9%
|
|
|
17
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.53M
|
+$471K
|
+11,100
|
+24%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.45M
|
+$179K
|
+4,228
|
+8%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
+$276K
|
+6,514
|
+14%
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.37M
|
-$107K
|
-2,516
|
-4%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$2.36M
|
+$1.08M
|
+25,506
|
+90%
|
|
|
22
|
FSA Advisors
Troy,
Michigan
|
$1.83M
|
+$3.48K
|
+82
|
+0.2%
|
|
|
23
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$1.65M
|
-$26.7K
|
-631
|
-2%
|
|
|
24
|
Lantz Financial
Naperville,
Illinois
|
$1.64M
|
+$624K
|
+14,716
|
+64%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$1.53M
|
+$1.05M
|
+24,684
|
+237%
|
|
