|
1
|
|
$20.8M
|
+$21M
|
+487,930
|
New
|
|
|
2
|
Tradition Wealth Management
Edina,
Minnesota
|
$8.56M
|
-$976K
|
-22,645
|
-9%
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.39M
|
-$8.66K
|
-201
|
-0.2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.34M
|
+$1.02M
|
+23,769
|
+30%
|
|
|
5
|
Summit Wealth Partners
Orlando,
Florida
|
$2.71M
|
-$86K
|
-1,996
|
-3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.93M
|
+$111K
|
+2,584
|
+6%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.92M
|
-$162K
|
-3,755
|
-8%
|
|
|
8
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.74M
|
+$1.76M
|
+40,937
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.38M
|
+$417K
|
+9,681
|
+43%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$103K
|
+2,384
|
+9%
|
|
|
11
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.21M
|
+$64.9K
|
+1,505
|
+6%
|
|
|
12
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.05M
|
+$1.26M
|
+29,300
|
+497%
|
|
|
13
|
Level Four Advisory Services
Dallas,
Texas
|
$1.02M
|
+$17.7K
|
+410
|
+2%
|
|
|
14
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$947K
|
-$66.1K
|
-1,533
|
-6%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$917K
|
-$690K
|
-15,999
|
-43%
|
|
|
16
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$849K
|
+$84.3K
|
+1,955
|
+11%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$806K
|
+$78.6K
|
+1,824
|
+11%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$701K
|
-$96.1K
|
-2,229
|
-12%
|
|
|
19
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$688K
|
+$11.5K
|
+267
|
+2%
|
|
|
20
|
Asset Management Corp
Northbrook,
Illinois
|
$607K
|
–
|
–
|
–
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$586K
|
+$81.9K
|
+1,900
|
+16%
|
|
|
22
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$553K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$531K
|
+$5.69K
|
+132
|
+1%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$482K
|
+$47.4K
|
+1,100
|
+11%
|
|
