|
1
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$7.84M
|
+$7.98M
|
+304,909
|
New
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$6.75M
|
+$887K
|
+33,904
|
+15%
|
|
|
3
|
SageView Advisory Group
Newport Beach,
California
|
$5.77M
|
+$321K
|
+12,268
|
+6%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$5.77M
|
+$5.88M
|
+224,578
|
New
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$5.25M
|
-$15.7K
|
-600
|
-0.3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.19M
|
-$51.5K
|
-1,969
|
-2%
|
|
|
7
|
Catalina Capital Group
Torrance,
California
|
$2.75M
|
+$156K
|
+5,982
|
+6%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.97M
|
-$64.2K
|
-2,453
|
-3%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.71M
|
-$882K
|
-33,725
|
-34%
|
|
|
10
|
Procyon Advisors
Shelton,
Connecticut
|
$1.44M
|
-$132K
|
-5,044
|
-8%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$1.27M
|
+$52.1K
|
+1,991
|
+4%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
+$353K
|
+13,505
|
+38%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
-$315K
|
-12,032
|
-21%
|
|
|
14
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.14M
|
+$438K
|
+16,725
|
+61%
|
|
|
15
|
Berkshire Money Management
Dalton,
Massachusetts
|
$964K
|
-$37.2K
|
-1,421
|
-4%
|
|
|
16
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$924K
|
+$1.47K
|
+56
|
+0.2%
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$893K
|
–
|
–
|
–
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$868K
|
-$26.1K
|
-996
|
-3%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$786K
|
-$116K
|
-4,418
|
-13%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$765K
|
+$778K
|
+29,758
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$710K
|
+$421K
|
+16,093
|
+140%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$703K
|
-$30.6K
|
-1,169
|
-4%
|
|
|
23
|
Optima Capital
Beaverton,
Oregon
|
$691K
|
-$84.2K
|
-3,220
|
-11%
|
|
|
24
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$651K
|
-$549
|
-21
|
-0.1%
|
|
|
25
|
|
$648K
|
+$659K
|
+25,209
|
New
|
|
