|
1
|
Avalon Capital Management
Port Of Redwood City,
California
|
$9.1M
|
+$9.52M
|
+377,392
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$8.15M
|
+$8.53M
|
+337,981
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.37M
|
-$345K
|
-13,671
|
-6%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.12M
|
-$30.2K
|
-1,198
|
-0.7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
-$726K
|
-28,780
|
-19%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.77M
|
+$2.89M
|
+114,614
|
New
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.7M
|
+$110K
|
+4,370
|
+4%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.64M
|
+$616K
|
+24,404
|
+56%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.63M
|
+$1.7M
|
+67,453
|
New
|
|
|
10
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.3M
|
-$454K
|
-18,000
|
-25%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
+$182K
|
+7,195
|
+16%
|
|
|
12
|
|
$1.06M
|
+$1.11M
|
+44,166
|
New
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$991K
|
-$104K
|
-4,139
|
-9%
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$886K
|
-$53.6K
|
-2,123
|
-5%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$871K
|
+$260K
|
+10,298
|
+40%
|
|
|
16
|
NCM Capital Management
Ramsey,
New Jersey
|
$863K
|
+$222K
|
+8,788
|
+33%
|
|
|
17
|
Round Table Services
Westfield,
New Jersey
|
$805K
|
-$465K
|
-18,421
|
-36%
|
|
|
18
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$649K
|
–
|
–
|
–
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$583K
|
+$610K
|
+24,183
|
New
|
|
|
20
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$553K
|
+$65.1K
|
+2,579
|
+13%
|
|
|
21
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$549K
|
–
|
–
|
–
|
|
|
22
|
|
$537K
|
-$617K
|
-24,456
|
-52%
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$499K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$494K
|
+$14.5K
|
+576
|
+3%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$454K
|
+$475K
|
+18,812
|
New
|
|
