|
1
|
Round Table Services
Westfield,
New Jersey
|
$14.4M
|
+$14.3M
|
+606,996
|
+3,997%
|
|
|
2
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.28M
|
-$64.1K
|
-2,712
|
-1%
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.43M
|
+$3.49M
|
+147,797
|
New
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.52M
|
+$2.56M
|
+108,492
|
New
|
|
|
5
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.8M
|
+$16K
|
+679
|
+0.9%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.11M
|
+$1.13M
|
+47,765
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$698K
|
+29,553
|
+197%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$989K
|
+$700K
|
+29,612
|
+227%
|
|
|
9
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$946K
|
+$964K
|
+40,806
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$836K
|
+$547K
|
+23,152
|
+179%
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$750K
|
+$765K
|
+32,379
|
New
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$552K
|
+$266K
|
+11,238
|
+89%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$513K
|
+$86.8K
|
+3,674
|
+20%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$389K
|
-$17.7K
|
-750
|
-4%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$380K
|
+$28.5K
|
+1,205
|
+8%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$378K
|
+$385K
|
+16,314
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$373K
|
-$25.3K
|
-1,069
|
-6%
|
|
|
18
|
CWA Asset Management Group
Naples,
Florida
|
$285K
|
+$291K
|
+12,299
|
New
|
|
|
19
|
Summit Wealth Partners
Orlando,
Florida
|
$224K
|
+$228K
|
+9,649
|
New
|
|
|
20
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$218K
|
+$222K
|
+9,384
|
New
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$137K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
23
|
ACG Wealth
Atlanta,
Georgia
|
$33K
|
+$34K
|
+1,440
|
New
|
|
|
24
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
+$16.8K
|
+709
|
New
|
|
