|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.5M
|
+$11.8M
|
+369,469
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.92M
|
+$5.24M
|
+163,942
|
+183%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
+$5.3M
|
+165,803
|
+681%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4.48M
|
+$4.58M
|
+143,314
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.7M
|
+$2.01M
|
+62,977
|
+271%
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.54M
|
+$2.6M
|
+81,280
|
New
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$2.42M
|
+$2.48M
|
+77,483
|
New
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.13M
|
+$2.1M
|
+65,784
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
+$1.91M
|
+59,821
|
New
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.76M
|
-$1.86M
|
-58,298
|
-51%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.57M
|
+$1.43M
|
+44,709
|
+820%
|
|
|
12
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.57M
|
+$175K
|
+5,470
|
+12%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.47M
|
+$1.1M
|
+34,449
|
+271%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.47M
|
+$216K
|
+6,758
|
+18%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.46M
|
-$39.5K
|
-1,234
|
-3%
|
|
|
16
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.42M
|
+$1.45M
|
+45,388
|
New
|
|
|
17
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.36M
|
+$47.9K
|
+1,497
|
+4%
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.3M
|
+$1.33M
|
+41,635
|
New
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.29M
|
+$492K
|
+15,382
|
+60%
|
|
|
20
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.25M
|
+$1.28M
|
+40,086
|
New
|
|
|
21
|
Beck Capital Management
Austin,
Texas
|
$1.24M
|
+$1.27M
|
+39,669
|
New
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$929K
|
+$77.2K
|
+2,413
|
+9%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$860K
|
+$582K
|
+18,204
|
+195%
|
|
|
24
|
Covington Capital Management
Los Angeles,
California
|
$803K
|
+$174K
|
+5,445
|
+27%
|
|
|
25
|
Krilogy Financial
St. Louis,
Missouri
|
$796K
|
+$815K
|
+25,475
|
New
|
|
