|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.16M
|
+$4.89M
|
+132,608
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.31M
|
-$672K
|
-18,231
|
-14%
|
|
|
3
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.92M
|
-$2.47K
|
-67
|
-0.1%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
-$37.9K
|
-1,027
|
-2%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.63M
|
+$1.55M
|
+41,917
|
New
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.37M
|
+$1.3M
|
+35,254
|
New
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$378K
|
+10,251
|
+57%
|
|
|
8
|
Summit Wealth Partners
Orlando,
Florida
|
$1.03M
|
+$978K
|
+26,522
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
-$97.2K
|
-2,636
|
-9%
|
|
|
10
|
BCS Wealth Management
Johnson City,
Tennessee
|
$919K
|
-$59.9K
|
-1,624
|
-6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$915K
|
-$18.4K
|
-500
|
-2%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$864K
|
-$73.7K
|
-2,000
|
-8%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$691K
|
–
|
–
|
–
|
|
|
14
|
Centaurus Financial
Anaheim,
California
|
$621K
|
+$588K
|
+15,946
|
New
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$609K
|
+$217K
|
+5,884
|
+60%
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$590K
|
-$4.61K
|
-125
|
-0.8%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$566K
|
+$1.22K
|
+33
|
+0.2%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$556K
|
+$20.2K
|
+549
|
+4%
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$480K
|
–
|
–
|
–
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$472K
|
+$86.2K
|
+2,338
|
+24%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$464K
|
-$147K
|
-3,986
|
-25%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$447K
|
-$1.29K
|
-35
|
-0.3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$440K
|
–
|
–
|
–
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$434K
|
-$32.4K
|
-880
|
-7%
|
|
|
25
|
Cypress Wealth Services
Palm Desert,
California
|
$426K
|
–
|
–
|
–
|
|
