|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.38M
|
-$66K
|
-2,487
|
-1%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.52M
|
-$36.7K
|
-1,381
|
-0.8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.01M
|
-$1.85M
|
-69,586
|
-32%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.88M
|
+$79.7K
|
+3,002
|
+3%
|
|
|
5
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.92M
|
–
|
–
|
–
|
|
|
6
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$1.63M
|
+$1.27M
|
+47,929
|
+378%
|
|
|
7
|
Round Table Services
Westfield,
New Jersey
|
$1.39M
|
+$385K
|
+14,513
|
+39%
|
|
|
8
|
|
$1.25M
|
+$1.24M
|
+46,725
|
New
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.2M
|
-$385K
|
-14,502
|
-24%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
-$2.73K
|
-103
|
-0.2%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.04M
|
-$20K
|
-753
|
-2%
|
|
|
13
|
NCM Capital Management
Ramsey,
New Jersey
|
$724K
|
+$717K
|
+27,000
|
New
|
|
|
14
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$721K
|
–
|
–
|
–
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$690K
|
+$258K
|
+9,700
|
+60%
|
|
|
16
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$610K
|
–
|
–
|
–
|
|
|
17
|
Compass Advisory Group
Melville,
New York
|
$606K
|
+$293K
|
+11,045
|
+96%
|
|
|
18
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$554K
|
+$549K
|
+20,678
|
New
|
|
|
19
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$546K
|
+$540K
|
+20,354
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$542K
|
+$86K
|
+3,239
|
+19%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$534K
|
-$90.2K
|
-3,396
|
-15%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$475K
|
-$690
|
-26
|
-0.1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$456K
|
+$86K
|
+3,239
|
+24%
|
|
|
24
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$411K
|
+$43.8K
|
+1,651
|
+12%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$377K
|
-$31.2K
|
-1,174
|
-8%
|
|
