|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$15.6M
|
+348,563
|
+162%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$17.3M
|
+$2.62M
|
+58,656
|
+17%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$11.4M
|
+$251K
|
+5,608
|
+2%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
+$11.2M
|
+250,315
|
New
|
|
|
5
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$8.04M
|
+$8.32M
|
+186,105
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.76M
|
-$609K
|
-13,622
|
-7%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$7.51M
|
-$40.6K
|
-907
|
-0.5%
|
|
|
8
|
|
$6.01M
|
-$309K
|
-6,909
|
-5%
|
|
|
9
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.88M
|
-$53.7K
|
-1,200
|
-1%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.81M
|
+$3.94M
|
+88,140
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.8M
|
+$972K
|
+21,727
|
+33%
|
|
|
12
|
Bellwether Advisors
Lincoln,
Nebraska
|
$3.26M
|
–
|
–
|
–
|
|
|
13
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.51M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
-$183K
|
-4,085
|
-7%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.42M
|
+$2.5M
|
+55,960
|
New
|
|
|
16
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$2.31M
|
+$309K
|
+6,900
|
+15%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.27M
|
-$59.4K
|
-1,328
|
-2%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$2.17M
|
-$445K
|
-9,956
|
-17%
|
|
|
19
|
Snowden Capital Advisors
New York
|
$2.16M
|
-$30.9K
|
-690
|
-1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.14M
|
-$189K
|
-4,217
|
-8%
|
|
|
21
|
FSA Advisors
Troy,
Michigan
|
$1.77M
|
+$46.7K
|
+1,044
|
+3%
|
|
|
22
|
Lantz Financial
Naperville,
Illinois
|
$1.6M
|
-$24.8K
|
-555
|
-1%
|
|
|
23
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.59M
|
-$137K
|
-3,074
|
-8%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$1.51M
|
+$12.5K
|
+280
|
+0.8%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$1.42M
|
-$723K
|
-16,161
|
-33%
|
|
