|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$8.24M
|
-$54.4K
|
-2,160
|
-0.7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.16M
|
-$160K
|
-6,342
|
-3%
|
|
|
3
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.85M
|
-$513K
|
-20,348
|
-8%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.32M
|
-$57.7K
|
-2,290
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
-$196K
|
-7,756
|
-8%
|
|
|
6
|
|
$1.86M
|
+$745K
|
+29,541
|
+67%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$1.81M
|
+$376K
|
+14,900
|
+26%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.68M
|
-$22.7K
|
-900
|
-1%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.57M
|
–
|
–
|
–
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.52M
|
-$38.8K
|
-1,541
|
-3%
|
|
|
11
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$932K
|
-$59.2K
|
-2,350
|
-6%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$815K
|
+$506K
|
+20,086
|
+166%
|
|
|
13
|
Accuvest Global Advisors
Provo,
Utah
|
$725K
|
+$361K
|
+14,340
|
+100%
|
|
|
14
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$680K
|
–
|
–
|
–
|
|
|
15
|
SageView Advisory Group
Newport Beach,
California
|
$593K
|
+$591K
|
+23,449
|
New
|
|
|
16
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$571K
|
-$630
|
-25
|
-0.1%
|
|
|
17
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$564K
|
-$252
|
-10
|
-0%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$499K
|
+$20.4K
|
+809
|
+4%
|
|
|
19
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$461K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$460K
|
-$8.54K
|
-339
|
-2%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$428K
|
-$12.6K
|
-500
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$418K
|
+$119K
|
+4,709
|
+40%
|
|
|
23
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$403K
|
-$27.7K
|
-1,100
|
-6%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$362K
|
-$23.5K
|
-933
|
-6%
|
|
|
25
|
Diligent Investors
Redlands,
California
|
$351K
|
–
|
–
|
–
|
|
