|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$8M
|
+$8.04M
|
+300,169
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$7.49M
|
+$7.15M
|
+266,936
|
+1,698%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.82M
|
+$6.82M
|
+254,703
|
New
|
|
|
4
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.25M
|
-$245K
|
-9,164
|
-7%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
+$2.19M
|
+81,844
|
New
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.84M
|
+$1.84M
|
+68,670
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.35M
|
+$1.26M
|
+47,005
|
+1,368%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
+$1.13M
|
+42,295
|
New
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$937K
|
+$936K
|
+34,942
|
New
|
|
|
10
|
Sunbelt Securities
Houston,
Texas
|
$712K
|
–
|
–
|
–
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$564K
|
+$563K
|
+21,015
|
New
|
|
|
12
|
|
$546K
|
+$252K
|
+9,394
|
+86%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$546K
|
+$545K
|
+20,358
|
New
|
|
|
14
|
Covington Capital Management
Los Angeles,
California
|
$543K
|
+$543K
|
+20,260
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$417K
|
+$417K
|
+15,560
|
New
|
|
|
16
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$397K
|
+$397K
|
+14,820
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$395K
|
-$369K
|
-13,793
|
-48%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$235K
|
+$234K
|
+8,750
|
New
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$148K
|
+$147K
|
+5,500
|
New
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$111K
|
+$110K
|
+4,124
|
New
|
|
|
21
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$67K
|
+$67.3K
|
+2,513
|
New
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$7K
|
+$7.37K
|
+275
|
New
|
|
|
23
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$539K
|
-21,000
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$480K
|
-18,697
|
Closed
|
|
|
25
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$387K
|
-15,287
|
Closed
|
|
