|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.87M
|
-$255K
|
-10,103
|
-3%
|
|
|
2
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.04M
|
-$3.17M
|
-125,725
|
-33%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$6M
|
+$694K
|
+27,500
|
+12%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.05M
|
-$53.1K
|
-2,104
|
-1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.64M
|
-$48.6K
|
-1,926
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.33M
|
-$602K
|
-23,867
|
-20%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.62M
|
-$3.58K
|
-142
|
-0.2%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.49M
|
-$152K
|
-6,044
|
-9%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.48M
|
+$247K
|
+9,804
|
+19%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$1.36M
|
+$524K
|
+20,765
|
+58%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.07M
|
+$98.4K
|
+3,900
|
+10%
|
|
|
12
|
|
$1.06M
|
–
|
–
|
–
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$942K
|
+$63.1K
|
+2,500
|
+7%
|
|
|
14
|
Round Table Services
Westfield,
New Jersey
|
$801K
|
–
|
–
|
–
|
|
|
15
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$646K
|
–
|
–
|
–
|
|
|
16
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$546K
|
–
|
–
|
–
|
|
|
17
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$543K
|
+$48.4K
|
+1,920
|
+9%
|
|
|
18
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$535K
|
+$88K
|
+3,490
|
+19%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$476K
|
+$500K
|
+19,821
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$454K
|
+$33.3K
|
+1,320
|
+8%
|
|
|
21
|
NCM Capital Management
Ramsey,
New Jersey
|
$449K
|
-$431K
|
-17,100
|
-48%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$445K
|
-$378
|
-15
|
-0.1%
|
|
|
23
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$437K
|
+$27.4K
|
+1,086
|
+6%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$418K
|
-$18.7K
|
-741
|
-4%
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$409K
|
-$148K
|
-5,886
|
-26%
|
|
