|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.41M
|
+$7.37M
|
+273,602
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.87M
|
+$4.82M
|
+179,027
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.74M
|
+$1.71M
|
+63,462
|
+169%
|
|
|
4
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$832K
|
-$32.6K
|
-1,210
|
-4%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$780K
|
+$776K
|
+28,820
|
New
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$700K
|
-$603K
|
-22,386
|
-46%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$620K
|
+$22.3K
|
+826
|
+4%
|
|
|
8
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$470K
|
+$467K
|
+17,350
|
New
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$407K
|
-$56.3K
|
-2,089
|
-12%
|
|
|
10
|
Wolverine Trading
Chicago,
Illinois
|
$311K
|
-$609K
|
-22,600
|
-66%
|
|
|
11
|
BCGM Wealth Management
Lafayette,
Indiana
|
$298K
|
–
|
–
|
–
|
|
|
12
|
ACAS LLC
Rancho Santa Fe,
California
|
$262K
|
+$261K
|
+9,679
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$262K
|
+$261K
|
+9,687
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$230K
|
+$24.2K
|
+900
|
+12%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$213K
|
+$211K
|
+7,850
|
New
|
|
|
16
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$121K
|
–
|
–
|
–
|
|
|
17
|
TFO Wealth Partners
Maumee,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
18
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$54K
|
+$53.9K
|
+2,000
|
New
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$41K
|
+$40.8K
|
+1,515
|
New
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$31K
|
+$31.1K
|
+1,156
|
New
|
|
|
21
|
Better Money Decisions
Santa Fe,
New Mexico
|
$12K
|
+$11.4K
|
+425
|
New
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
$10K
|
+$9.97K
|
+370
|
New
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$2.69K
|
+100
|
New
|
|
|
25
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$4M
|
-148,996
|
Closed
|
|
