|
1
|
L.J. Altfest & Co
New York
|
$11.3M
|
+$10.5M
|
+370,281
|
New
|
|
|
2
|
Compass Advisory Group
Melville,
New York
|
$10.3M
|
+$7.22M
|
+254,012
|
+297%
|
|
|
3
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.57M
|
-$102K
|
-3,591
|
-1%
|
|
|
4
|
William Blair & Company
Chicago,
Illinois
|
$6.29M
|
-$205K
|
-7,197
|
-3%
|
|
|
5
|
HFG Wealth Management
The Woodlands,
Texas
|
$6.25M
|
+$5.84M
|
+205,612
|
New
|
|
|
6
|
Long Island Wealth Management
Melville,
New York
|
$5.87M
|
+$5.49M
|
+193,206
|
New
|
|
|
7
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$5.69M
|
-$4.25M
|
-149,659
|
-44%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$5.5M
|
-$237K
|
-8,336
|
-4%
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.04M
|
-$274K
|
-9,652
|
-7%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.92M
|
-$250K
|
-8,788
|
-8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.8M
|
+$528K
|
+18,580
|
+25%
|
|
|
12
|
Independent Financial Group
San Diego,
California
|
$2.02M
|
-$4.09K
|
-144
|
-0.2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.94M
|
-$1.42M
|
-49,869
|
-44%
|
|
|
14
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.83M
|
-$28.4K
|
-1,000
|
-2%
|
|
|
15
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.8M
|
+$55.4K
|
+1,950
|
+3%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.64M
|
-$100K
|
-3,524
|
-6%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.62M
|
+$327K
|
+11,500
|
+28%
|
|
|
18
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.47M
|
-$68K
|
-2,394
|
-5%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$1.38M
|
+$1.29M
|
+45,232
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$1.23M
|
-$26.7K
|
-940
|
-2%
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.12M
|
-$43.1K
|
-1,518
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
-$961K
|
-33,823
|
-48%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$1.04M
|
-$90.4K
|
-3,181
|
-9%
|
|
|
24
|
Lantz Financial
Naperville,
Illinois
|
$1.02M
|
-$9.97K
|
-351
|
-1%
|
|
|
25
|
Cypress Wealth Services
Palm Desert,
California
|
$989K
|
–
|
–
|
–
|
|
