|
1
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$17.4M
|
+$551K
|
+12,615
|
+3%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$13.2M
|
+$2.65M
|
+60,516
|
+26%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.4M
|
-$364K
|
-8,334
|
-6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.91M
|
+$350K
|
+8,017
|
+7%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.2M
|
-$611K
|
-13,983
|
-11%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$4.04M
|
-$59.2K
|
-1,354
|
-1%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.69M
|
–
|
–
|
–
|
|
|
8
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.29M
|
-$67.8K
|
-1,550
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.06M
|
-$162K
|
-3,708
|
-7%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.05M
|
–
|
–
|
–
|
|
|
11
|
|
$1.99M
|
-$41.9K
|
-958
|
-2%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.98M
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
-$760K
|
-17,389
|
-31%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.59M
|
-$5.95K
|
-136
|
-0.4%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$1.55M
|
-$49.3K
|
-1,128
|
-3%
|
|
|
16
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.4M
|
+$29.5K
|
+674
|
+2%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
-$32.7K
|
-748
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.34M
|
-$102K
|
-2,340
|
-7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.21M
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
-$6.91K
|
-158
|
-0.6%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$1.16M
|
-$3.94K
|
-90
|
-0.3%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$1.14M
|
-$10.5K
|
-240
|
-0.9%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
-$217K
|
-4,965
|
-16%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.11M
|
-$1.5M
|
-34,341
|
-58%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$1.1M
|
–
|
–
|
–
|
|
