|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.2M
|
-$3.7M
|
-131,449
|
-22%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.44M
|
+$138K
|
+4,917
|
+2%
|
|
|
3
|
MBL Wealth
Charlotte,
North Carolina
|
$3.3M
|
-$1.53M
|
-54,324
|
-32%
|
|
|
4
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.14M
|
-$6.24M
|
-221,921
|
-67%
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.63M
|
-$23.9K
|
-851
|
-0.9%
|
|
|
6
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.31M
|
-$13.3K
|
-472
|
-0.6%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$2.29M
|
-$22.5K
|
-800
|
-1%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$2.15M
|
+$1.8M
|
+63,973
|
+541%
|
|
|
9
|
Compass Advisory Group
Melville,
New York
|
$1.58M
|
-$2.68M
|
-95,145
|
-63%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.22M
|
-$18K
|
-640
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
+$2.81K
|
+100
|
+0.2%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$1.02M
|
+36,288
|
New
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.03M
|
-$620K
|
-22,055
|
-38%
|
|
|
14
|
Michael S. Ryan Inc
Latham,
New York
|
$964K
|
+$949K
|
+33,750
|
New
|
|
|
15
|
My Personal CFO LLC
Vancouver,
Washington
|
$962K
|
–
|
–
|
–
|
|
|
16
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$898K
|
–
|
–
|
–
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$867K
|
–
|
–
|
–
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$829K
|
–
|
–
|
–
|
|
|
19
|
Cypress Wealth Services
Palm Desert,
California
|
$822K
|
–
|
–
|
–
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$765K
|
+$78.9K
|
+2,804
|
+12%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$701K
|
+$68.1K
|
+2,421
|
+11%
|
|
|
22
|
Wealth Alliance
Mellville,
New York
|
$694K
|
–
|
–
|
–
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$688K
|
-$16.7K
|
-595
|
-2%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$665K
|
+$212K
|
+7,537
|
+47%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$648K
|
-$75.5K
|
-2,686
|
-11%
|
|
