|
1
|
Round Table Services
Westfield,
New Jersey
|
$14.1M
|
+$643K
|
+28,011
|
+5%
|
|
|
2
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.96M
|
-$32.7K
|
-1,424
|
-0.8%
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.1M
|
-$100K
|
-4,361
|
-3%
|
|
|
4
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.62M
|
-$65.1K
|
-2,837
|
-4%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.03M
|
-$4.36K
|
-190
|
-0.4%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$879K
|
-$45.7K
|
-1,992
|
-5%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$858K
|
-$26K
|
-1,131
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$792K
|
+$12.9K
|
+560
|
+2%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$670K
|
+$712K
|
+31,008
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$622K
|
-$361K
|
-15,724
|
-35%
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$570K
|
-$138K
|
-6,012
|
-19%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$569K
|
+$57.4K
|
+2,500
|
+10%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$519K
|
+$42.5K
|
+1,850
|
+8%
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$354K
|
–
|
–
|
–
|
|
|
15
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$353K
|
–
|
–
|
–
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$341K
|
+$362K
|
+15,780
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$294K
|
-$73.2K
|
-3,191
|
-19%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$268K
|
-$84.9K
|
-3,700
|
-23%
|
|
|
19
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$244K
|
+$259K
|
+11,298
|
New
|
|
|
20
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$225K
|
+$223K
|
+9,705
|
New
|
|
|
21
|
Summit Wealth Partners
Orlando,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
22
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
$128K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$38K
|
+$2.64K
|
+115
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$18.3K
|
+796
|
+336%
|
|
