|
1
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$15.2M
|
+$14.8M
|
+364,499
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$11M
|
+$10.7M
|
+262,866
|
New
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.77M
|
+$9.5M
|
+234,442
|
New
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$8.74M
|
+$2.3M
|
+56,784
|
+37%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.52M
|
+$2.42M
|
+59,589
|
+82%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.4M
|
+$4.79M
|
+118,209
|
+1,030%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.25M
|
+$3.05M
|
+75,108
|
+148%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.84M
|
+$1.57M
|
+38,834
|
+73%
|
|
|
9
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.41M
|
-$183K
|
-4,510
|
-5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.99M
|
+$1.27M
|
+31,219
|
+77%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.27M
|
+$1.73M
|
+42,632
|
+360%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.22M
|
+$1.17M
|
+28,821
|
+118%
|
|
|
13
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.18M
|
+$694K
|
+17,110
|
+49%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$1.94M
|
+$1.88M
|
+46,454
|
New
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.9M
|
+$19.7K
|
+486
|
+1%
|
|
|
16
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.87M
|
–
|
–
|
–
|
|
|
17
|
|
$1.86M
|
+$1.3M
|
+32,052
|
+253%
|
|
|
18
|
WPWealth
Fort Worth,
Texas
|
$1.81M
|
-$25.9K
|
-640
|
-1%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.77M
|
+$1.5M
|
+36,989
|
+680%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.68M
|
-$259K
|
-6,389
|
-14%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.55M
|
+$966K
|
+23,828
|
+177%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.52M
|
+$1.25M
|
+30,835
|
+541%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$1.48M
|
+$419K
|
+10,344
|
+41%
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.48M
|
-$22.3K
|
-551
|
-2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.29M
|
+$793K
|
+19,570
|
+171%
|
|
