|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.25M
|
+$4.23M
|
+118,681
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.95M
|
+$3.84M
|
+107,744
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.62M
|
+$2.33M
|
+65,415
|
+851%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.25M
|
-$122K
|
-3,412
|
-9%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$1.25M
|
+$1.25M
|
+35,000
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
+$955K
|
+26,782
|
+372%
|
|
|
7
|
BCS Wealth Management
Johnson City,
Tennessee
|
$663K
|
+$660K
|
+18,511
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$494K
|
-$802K
|
-22,471
|
-62%
|
|
|
9
|
BCGM Wealth Management
Lafayette,
Indiana
|
$279K
|
–
|
–
|
–
|
|
|
10
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$245K
|
-$250
|
-7
|
-0.1%
|
|
|
11
|
Valeo Financial Advisors
Carmel,
Indiana
|
$58K
|
–
|
–
|
–
|
|
|
12
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$29K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
+$12.5K
|
+350
|
New
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4K
|
+$3.57K
|
+100
|
New
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$1K
|
+$785
|
+22
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.01M
|
-56,490
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-32,195
|
Closed
|
|
|
19
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$655K
|
-18,435
|
Closed
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$299K
|
-8,410
|
Closed
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$249K
|
-7,000
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34K
|
-953
|
Closed
|
|
