|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.8M
|
+$16.8M
|
+596,451
|
New
|
|
|
2
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$9.37M
|
+$3.02M
|
+107,305
|
+48%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.24M
|
+$7.28M
|
+258,513
|
+762%
|
|
|
4
|
MBL Wealth
Charlotte,
North Carolina
|
$4.81M
|
+$4.81M
|
+170,761
|
New
|
|
|
5
|
Compass Advisory Group
Melville,
New York
|
$4.25M
|
-$297K
|
-10,547
|
-7%
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.63M
|
-$5.83K
|
-207
|
-0.2%
|
|
|
7
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.31M
|
+$1.56M
|
+55,452
|
+209%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$2.3M
|
+$1.27M
|
+45,210
|
+125%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.64M
|
-$574K
|
-20,375
|
-26%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.31M
|
+$1.31M
|
+46,573
|
New
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.23M
|
-$30.9K
|
-1,097
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M
|
+$147K
|
+5,207
|
+15%
|
|
|
13
|
My Personal CFO LLC
Vancouver,
Washington
|
$955K
|
+$954K
|
+33,890
|
New
|
|
|
14
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$892K
|
–
|
–
|
–
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$861K
|
+$860K
|
+30,560
|
New
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$823K
|
–
|
–
|
–
|
|
|
17
|
Cypress Wealth Services
Palm Desert,
California
|
$795K
|
+$562K
|
+19,970
|
+243%
|
|
|
18
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$719K
|
-$48.5K
|
-1,723
|
-6%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$707K
|
+$131K
|
+4,636
|
+23%
|
|
|
20
|
Sunbelt Securities
Houston,
Texas
|
$700K
|
+$316K
|
+11,229
|
+83%
|
|
|
21
|
Wealth Alliance
Mellville,
New York
|
$690K
|
+$689K
|
+24,465
|
New
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$681K
|
+$200K
|
+7,106
|
+42%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$629K
|
+$158K
|
+5,614
|
+34%
|
|
|
24
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$621K
|
+$621K
|
+22,044
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$617K
|
+$47.6K
|
+1,692
|
+8%
|
|
