|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$9.28M
|
+$604K
|
+23,117
|
+7%
|
|
|
2
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.74M
|
-$405K
|
-15,503
|
-7%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.02M
|
-$1.42M
|
-54,209
|
-22%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.39M
|
-$35.6K
|
-1,360
|
-0.8%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$2.5M
|
+$2.01M
|
+76,924
|
+455%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$2.33M
|
+$417K
|
+15,933
|
+22%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.28M
|
+$2.24M
|
+85,646
|
New
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.01M
|
+$238K
|
+9,114
|
+14%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
-$455K
|
-17,411
|
-20%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.7M
|
+$103K
|
+3,924
|
+7%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.67M
|
+$14.8K
|
+568
|
+0.9%
|
|
|
12
|
|
$1.53M
|
+$1.51M
|
+57,659
|
+1,153,180%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$1.43M
|
+$791K
|
+30,239
|
+129%
|
|
|
14
|
HBW Advisory Services
Simi Valley,
California
|
$892K
|
+$876K
|
+33,524
|
New
|
|
|
15
|
|
$786K
|
-$1.15M
|
-44,166
|
-60%
|
|
|
16
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$715K
|
–
|
–
|
–
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$705K
|
-$149K
|
-5,715
|
-18%
|
|
|
18
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$593K
|
-$6.93K
|
-265
|
-1%
|
|
|
19
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$592K
|
+$165K
|
+6,297
|
+39%
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$580K
|
-$12.7K
|
-485
|
-2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$554K
|
+$545K
|
+20,830
|
New
|
|
|
22
|
PFS Partners
Mine Hill,
New Jersey
|
$500K
|
+$492K
|
+18,800
|
New
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$474K
|
-$10.1K
|
-385
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$471K
|
-$52.3K
|
-2,000
|
-10%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$441K
|
+$74.8K
|
+2,860
|
+21%
|
|
