|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$21.2M
|
+$1.91M
|
+70,803
|
+11%
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$20.2M
|
+$1.44M
|
+53,438
|
+8%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
+$730K
|
+27,007
|
+5%
|
|
|
4
|
Corrado Advisors
Ramsey,
New Jersey
|
$11.7M
|
-$2.34M
|
-86,606
|
-17%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
–
|
–
|
–
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$8.62M
|
+$8.32M
|
+307,727
|
New
|
|
|
7
|
Soltis Investment Advisors
St. George,
Utah
|
$5.56M
|
+$312K
|
+11,550
|
+6%
|
|
|
8
|
Berkshire Money Management
Dalton,
Massachusetts
|
$4.91M
|
+$1.14M
|
+42,263
|
+32%
|
|
|
9
|
Cambridge Advisors
Omaha,
Nebraska
|
$3.52M
|
+$3.4M
|
+125,697
|
New
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$3.33M
|
-$31.7K
|
-1,172
|
-1%
|
|
|
11
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.32M
|
-$19.3K
|
-713
|
-0.6%
|
|
|
12
|
Parkside Investments
Deerfield,
Illinois
|
$3.19M
|
+$3.08M
|
+113,950
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.15M
|
-$4.31M
|
-159,400
|
-59%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.51M
|
-$13.4K
|
-495
|
-0.5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.17M
|
-$465K
|
-17,188
|
-18%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.08M
|
+$464K
|
+17,168
|
+30%
|
|
|
17
|
SlateStone Wealth
Jupiter,
Florida
|
$2.04M
|
–
|
–
|
–
|
|
|
18
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.92M
|
-$162K
|
-6,000
|
-8%
|
|
|
19
|
Round Table Services
Westfield,
New Jersey
|
$1.74M
|
+$1.68M
|
+62,152
|
New
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
-$34.7K
|
-1,284
|
-2%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$1.62M
|
-$16K
|
-590
|
-1%
|
|
|
22
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.51M
|
-$298K
|
-11,019
|
-17%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.46M
|
+$1.41M
|
+52,284
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$1.12M
|
+$479K
|
+17,709
|
+80%
|
|
|
25
|
|
$1.09M
|
-$251K
|
-9,269
|
-19%
|
|
