|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$8.99M
|
+$132K
|
+5,630
|
+1%
|
|
|
2
|
Lantz Financial
Naperville,
Illinois
|
$6.38M
|
+$5.43M
|
+231,599
|
+470%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.91M
|
+$5.66M
|
+241,400
|
+1,295%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.16M
|
+$3.6M
|
+153,479
|
+210%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.54M
|
+$2.62M
|
+111,594
|
New
|
|
|
6
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.95M
|
–
|
–
|
–
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.81M
|
-$157K
|
-6,699
|
-8%
|
|
|
8
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.53M
|
-$34K
|
-1,448
|
-2%
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.23M
|
+$60.3K
|
+2,572
|
+5%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$591K
|
+$358K
|
+15,249
|
+142%
|
|
|
11
|
Alera Investment Advisors
Deerfield,
Illinois
|
$501K
|
-$40.9K
|
-1,743
|
-7%
|
|
|
12
|
Caprock Group
Boise,
Idaho
|
$471K
|
+$23
|
+1
|
+0%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$378K
|
-$122K
|
-5,189
|
-24%
|
|
|
14
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$376K
|
+$388K
|
+16,561
|
New
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$359K
|
+$100K
|
+4,280
|
+37%
|
|
|
16
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$347K
|
+$358K
|
+15,250
|
New
|
|
|
17
|
Financial Enhancement Group
Anderson,
Indiana
|
$319K
|
+$14.2K
|
+604
|
+5%
|
|
|
18
|
Diligent Investors
Redlands,
California
|
$291K
|
–
|
–
|
–
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$287K
|
-$516
|
-22
|
-0.2%
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$285K
|
–
|
–
|
–
|
|
|
21
|
Cypress Wealth Services
Palm Desert,
California
|
$249K
|
+$15.4K
|
+657
|
+6%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$236K
|
+$244K
|
+10,400
|
New
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$232K
|
+$39.4K
|
+1,679
|
+20%
|
|
|
25
|
Applied Capital
Little Rock,
Arkansas
|
$231K
|
+$238K
|
+10,146
|
New
|
|
