|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.56M
|
+$4.49M
|
+176,355
|
New
|
|
|
2
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$4.54M
|
-$135K
|
-5,291
|
-3%
|
|
|
3
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.95M
|
+$34.5K
|
+1,355
|
+0.9%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.61M
|
-$98K
|
-3,852
|
-4%
|
|
|
5
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.3M
|
+$182K
|
+7,165
|
+9%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$2.11M
|
+$1.12M
|
+44,216
|
+119%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
+$212K
|
+8,350
|
+14%
|
|
|
8
|
Principal Securities
Des Moines,
Iowa
|
$1.78M
|
+$999K
|
+39,258
|
+133%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
+$1.74M
|
+68,412
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$329K
|
+12,920
|
+24%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$1.3M
|
+$881K
|
+34,613
|
+220%
|
|
|
12
|
Private Client Services
Louisville,
Kentucky
|
$838K
|
+$825K
|
+32,424
|
New
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$670K
|
+$285K
|
+11,194
|
+76%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$612K
|
-$45.5K
|
-1,790
|
-7%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$608K
|
-$315K
|
-12,398
|
-35%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$586K
|
+$127K
|
+5,000
|
+29%
|
|
|
17
|
|
$573K
|
+$563K
|
+22,143
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$540K
|
-$19.9K
|
-782
|
-4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$461K
|
-$105K
|
-4,108
|
-19%
|
|
|
20
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$449K
|
–
|
–
|
–
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$419K
|
–
|
–
|
–
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$413K
|
+$20.7K
|
+815
|
+5%
|
|
|
23
|
WPWealth
Fort Worth,
Texas
|
$373K
|
+$95.9K
|
+3,771
|
+35%
|
|
|
24
|
Diligent Investors
Redlands,
California
|
$325K
|
+$320K
|
+12,588
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$310K
|
-$32.1K
|
-1,260
|
-10%
|
|
