|
1
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$18.9M
|
+$1.48M
|
+31,651
|
+8%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$17.7M
|
+$2.65M
|
+56,940
|
+17%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45M
|
+$877K
|
+18,798
|
+15%
|
|
|
4
|
Macroview Investment Management
Bethesda,
Maryland
|
$6.36M
|
+$6.52M
|
+139,724
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.01M
|
+$569K
|
+12,210
|
+10%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.24M
|
+$933
|
+20
|
+0%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$4.68M
|
+$609K
|
+13,056
|
+15%
|
|
|
8
|
|
$3.94M
|
+$2.12M
|
+45,502
|
+111%
|
|
|
9
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.58M
|
-$8.11K
|
-174
|
-0.2%
|
|
|
10
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.53M
|
+$266K
|
+5,700
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.41M
|
+$1.45M
|
+31,146
|
+143%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.33M
|
+$200K
|
+4,293
|
+9%
|
|
|
13
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.03M
|
+$31.8K
|
+681
|
+2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$990K
|
+21,222
|
+101%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.88M
|
+$636K
|
+13,635
|
+49%
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.79M
|
+$218K
|
+4,679
|
+13%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$1.73M
|
+$430K
|
+9,222
|
+32%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
-$87K
|
-1,865
|
-5%
|
|
|
19
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.61M
|
+$420K
|
+9,010
|
+34%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.51M
|
-$1.17M
|
-25,121
|
-43%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.5M
|
+$1.17M
|
+25,051
|
+320%
|
|
|
22
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.31M
|
-$104K
|
-2,237
|
-7%
|
|
|
23
|
Integral Investment Advisors
Turlock,
California
|
$1.3M
|
+$244K
|
+5,226
|
+22%
|
|
|
24
|
Lantz Financial
Naperville,
Illinois
|
$1.28M
|
+$485K
|
+10,404
|
+59%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$1.23M
|
+$127K
|
+2,715
|
+11%
|
|
