|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.6M
|
+$270K
|
+10,464
|
+8%
|
|
|
2
|
Denver PWM
Denver,
Colorado
|
$3.09M
|
-$55.1K
|
-2,136
|
-2%
|
|
|
3
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.68M
|
–
|
–
|
–
|
|
|
4
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.68M
|
+$1.69M
|
+65,400
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
-$125K
|
-4,840
|
-7%
|
|
|
6
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.52M
|
-$12.7K
|
-494
|
-0.8%
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.05M
|
-$139K
|
-5,390
|
-12%
|
|
|
8
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$592K
|
+$595K
|
+23,090
|
New
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$576K
|
+$124K
|
+4,799
|
+27%
|
|
|
10
|
Diligent Investors
Redlands,
California
|
$562K
|
+$566K
|
+21,941
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$528K
|
+$105K
|
+4,066
|
+25%
|
|
|
12
|
Avalon Capital Management
Port Of Redwood City,
California
|
$525K
|
+$296K
|
+11,475
|
+128%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$437K
|
+$37.7K
|
+1,463
|
+9%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$426K
|
+$108K
|
+4,193
|
+34%
|
|
|
15
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$414K
|
+$416K
|
+16,157
|
New
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$390K
|
+$392K
|
+15,220
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$312K
|
-$151K
|
-5,876
|
-33%
|
|
|
18
|
|
$268K
|
+$269K
|
+10,443
|
New
|
|
|
19
|
InterOcean Capital Group
Nashville,
Tennessee
|
$254K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$241K
|
+$242K
|
+9,406
|
New
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
$201K
|
-$612K
|
-23,743
|
-75%
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
$59K
|
–
|
–
|
–
|
|
|
23
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$46K
|
–
|
–
|
–
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$32K
|
–
|
–
|
–
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
