|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$17.7M
|
+$17.3M
|
+611,045
|
New
|
|
|
2
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.8M
|
+$10.5M
|
+370,728
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.62M
|
+$7.56M
|
+267,476
|
+416%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.53M
|
+$9.29M
|
+328,500
|
New
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.2M
|
+$7.02M
|
+248,222
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.2M
|
+$5.07M
|
+179,332
|
New
|
|
|
7
|
Berkshire Money Management
Dalton,
Massachusetts
|
$4.22M
|
+$4.11M
|
+145,408
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.78M
|
+$1.63M
|
+57,717
|
+79%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$3.55M
|
+$3.46M
|
+122,550
|
New
|
|
|
10
|
Penserra Capital Management
Orinda,
California
|
$2.92M
|
+$533K
|
+18,849
|
+23%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$2.9M
|
-$13.6M
|
-480,292
|
-83%
|
|
|
12
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.74M
|
+$2.46M
|
+86,898
|
+1,144%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.67M
|
+$2.6M
|
+91,927
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$2.63M
|
+$2.1M
|
+74,115
|
+427%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.52M
|
-$1.37M
|
-48,378
|
-36%
|
|
|
16
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.14M
|
-$971K
|
-34,363
|
-32%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.88M
|
+$1.84M
|
+65,047
|
New
|
|
|
18
|
Compass Advisory Group
Melville,
New York
|
$1.7M
|
+$1.66M
|
+58,669
|
New
|
|
|
19
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.7M
|
+$1.65M
|
+58,503
|
New
|
|
|
20
|
Gill Capital Partners
Denver,
Colorado
|
$1.63M
|
+$1.2M
|
+42,470
|
+307%
|
|
|
21
|
Caprock Group
Boise,
Idaho
|
$1.58M
|
+$1.54M
|
+54,516
|
New
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.57M
|
+$1.52M
|
+53,863
|
New
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$1.49M
|
+$187K
|
+6,599
|
+15%
|
|
|
24
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.39M
|
+$1.36M
|
+48,076
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.3M
|
+$542K
|
+19,162
|
+75%
|
|
