|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.4M
|
+$11.3M
|
+441,948
|
New
|
|
|
2
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$1.05M
|
+$1.04M
|
+40,691
|
New
|
|
|
3
|
JT Stratford LLC
Gainesville,
Georgia
|
$938K
|
+$931K
|
+36,420
|
New
|
|
|
4
|
|
$441K
|
+$438K
|
+17,126
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$325K
|
+$323K
|
+12,630
|
New
|
|
|
6
|
BCS Wealth Management
Johnson City,
Tennessee
|
$324K
|
+$321K
|
+12,566
|
New
|
|
|
7
|
Diligent Investors
Redlands,
California
|
$297K
|
+$295K
|
+11,539
|
New
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$290K
|
+$288K
|
+11,260
|
New
|
|
|
9
|
HFG Wealth Management
The Woodlands,
Texas
|
$251K
|
+$249K
|
+9,750
|
New
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$242K
|
+$243K
|
+9,500
|
New
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$227K
|
+$225K
|
+8,800
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
+$169K
|
+6,598
|
New
|
|
|
13
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$126K
|
+$125K
|
+4,875
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$50.2K
|
+$49.9K
|
+1,950
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.9K
|
+$30.7K
|
+1,200
|
New
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.52K
|
+$2.56K
|
+100
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$1.75K
|
+$1.74K
|
+68
|
New
|
|
