|
1
|
O'Donnell Financial Services
San Rafael,
California
|
$20.4M
|
+$19.7M
|
+740,648
|
New
|
|
|
2
|
PFS Partners
Mine Hill,
New Jersey
|
$11.5M
|
+$10.6M
|
+397,010
|
+2,112%
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$9.79M
|
+$176K
|
+6,620
|
+2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.93M
|
+$1.66M
|
+62,335
|
+33%
|
|
|
5
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.72M
|
-$215K
|
-8,074
|
-4%
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.55M
|
-$932
|
-35
|
-0%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.81M
|
+$1.77M
|
+66,451
|
+93%
|
|
|
8
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.63M
|
+$3.51M
|
+131,648
|
New
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$3.56M
|
+$1.11M
|
+41,496
|
+47%
|
|
|
10
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$3.2M
|
+$3.09M
|
+116,125
|
New
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.62M
|
+$267K
|
+10,007
|
+12%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$2.51M
|
+$2.43M
|
+91,125
|
New
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$2.42M
|
+$912K
|
+34,240
|
+64%
|
|
|
14
|
Trek Financial
Scottsdale,
Arizona
|
$2.33M
|
+$2.25M
|
+84,623
|
New
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.07M
|
-$10.9K
|
-411
|
-0.5%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.99M
|
-$577K
|
-21,649
|
-23%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$1.92M
|
+$160K
|
+6,016
|
+9%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.73M
|
–
|
–
|
–
|
|
|
19
|
Stegent Equity Advisors
Houston,
Texas
|
$1.55M
|
+$1.5M
|
+56,334
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.45M
|
+54,541
|
New
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.05M
|
+$1.02M
|
+38,122
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.04M
|
+$563K
|
+21,152
|
+128%
|
|
|
23
|
HBW Advisory Services
Simi Valley,
California
|
$1M
|
+$75.6K
|
+2,839
|
+8%
|
|
|
24
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$994K
|
+$245K
|
+9,195
|
+34%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$952K
|
+$449K
|
+16,863
|
+95%
|
|
