|
1
|
Wealthquest
Cincinnati,
Ohio
|
$52.8M
|
+$56M
|
+1,858,939
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$11.6M
|
+$10.7M
|
+353,840
|
+654%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.06M
|
+$4.97M
|
+164,999
|
+340%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.91M
|
+$1.06M
|
+35,206
|
+20%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.35M
|
+$5.68M
|
+188,480
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.18M
|
-$48.5K
|
-1,611
|
-0.9%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.63M
|
+$4.92M
|
+163,203
|
New
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$3.96M
|
+$4.21M
|
+139,577
|
New
|
|
|
9
|
Hudson Capital Management
Ramsey,
New Jersey
|
$3.35M
|
+$3.55M
|
+117,917
|
New
|
|
|
10
|
Beck Capital Management
Austin,
Texas
|
$3.01M
|
+$2.32M
|
+76,909
|
+263%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.75M
|
+$840K
|
+27,890
|
+84%
|
|
|
12
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.68M
|
+$1.78M
|
+59,050
|
New
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.56M
|
+$66K
|
+2,191
|
+4%
|
|
|
14
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.43M
|
+$1.52M
|
+50,295
|
New
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.4M
|
+$1.48M
|
+49,155
|
New
|
|
|
16
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.25M
|
+$1.32M
|
+43,838
|
New
|
|
|
17
|
Penserra Capital Management
Orinda,
California
|
$1.23M
|
+$731K
|
+24,255
|
+126%
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.2M
|
-$13.1K
|
-435
|
-1%
|
|
|
19
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.19M
|
+$563K
|
+18,678
|
+81%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.08M
|
+$1.14M
|
+37,960
|
New
|
|
|
21
|
Covington Capital Management
Los Angeles,
California
|
$1.05M
|
+$22.6K
|
+750
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.01M
|
+$107K
|
+3,551
|
+11%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$948K
|
+$711K
|
+23,586
|
+240%
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
$869K
|
–
|
–
|
–
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$848K
|
+$900K
|
+29,869
|
New
|
|
