|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.4M
|
+$154K
|
+4,861
|
+1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.38M
|
-$51.8K
|
-1,633
|
-0.7%
|
|
|
3
|
O'Donnell Financial Services
San Rafael,
California
|
$5.58M
|
-$84.8K
|
-2,673
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.18M
|
+$576K
|
+18,178
|
+13%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.99M
|
+$64.9K
|
+2,048
|
+1%
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.71M
|
-$76.5K
|
-2,414
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.65M
|
+$2.36M
|
+74,265
|
+195%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$3.52M
|
+$59.9K
|
+1,889
|
+2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$3.38M
|
-$1.33M
|
-41,795
|
-29%
|
|
|
10
|
Catalina Capital Group
Torrance,
California
|
$3.24M
|
+$3.17M
|
+99,837
|
New
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$3.01M
|
-$296K
|
-9,334
|
-9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.98M
|
+$9.93K
|
+313
|
+0.3%
|
|
|
13
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.91M
|
-$2.13M
|
-67,076
|
-43%
|
|
|
14
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.82M
|
-$325K
|
-10,244
|
-11%
|
|
|
15
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.64M
|
-$56.6K
|
-1,785
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$419K
|
+13,223
|
+47%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.32M
|
+$81.7K
|
+2,576
|
+7%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.29M
|
-$138K
|
-4,349
|
-10%
|
|
|
19
|
Compass Advisory Group
Melville,
New York
|
$1.14M
|
+$382K
|
+12,033
|
+52%
|
|
|
20
|
Diligent Investors
Redlands,
California
|
$1.13M
|
+$6.6K
|
+208
|
+0.6%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.12M
|
+$50.6K
|
+1,597
|
+5%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.09M
|
+$10.1K
|
+318
|
+1%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$990K
|
+$21.3K
|
+673
|
+2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$925K
|
-$25.4K
|
-800
|
-3%
|
|
|
25
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$861K
|
-$29.6K
|
-933
|
-3%
|
|
