|
1
|
Transform Wealth
Greenwood Village,
Colorado
|
$22.3M
|
-$8.04M
|
-264,519
|
-27%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$18.5M
|
-$1M
|
-33,004
|
-5%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.17M
|
-$307K
|
-10,096
|
-3%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$6.9M
|
+$1.34M
|
+44,077
|
+25%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.91M
|
-$4.34M
|
-142,907
|
-43%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.32M
|
-$30.4K
|
-1,001
|
-0.6%
|
|
|
7
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$4.19M
|
+$4.13M
|
+135,883
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$3.63M
|
+$2.56M
|
+84,307
|
+253%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.61M
|
-$515K
|
-16,935
|
-12%
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$2.9M
|
+$2.86M
|
+94,036
|
New
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.89M
|
-$112K
|
-3,696
|
-4%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$2.82M
|
+$2.78M
|
+91,601
|
New
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$2.52M
|
+$36K
|
+1,185
|
+1%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.98M
|
+$1.95M
|
+64,327
|
New
|
|
|
15
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.95M
|
–
|
–
|
–
|
|
|
16
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.82M
|
+$176K
|
+5,805
|
+11%
|
|
|
17
|
Gill Capital Partners
Denver,
Colorado
|
$1.76M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
-$1.33M
|
-43,775
|
-47%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$1.49M
|
+$36.7K
|
+1,208
|
+3%
|
|
|
20
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.35M
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.32M
|
-$20.1K
|
-660
|
-2%
|
|
|
22
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.16M
|
+$30.2K
|
+993
|
+3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$33.2K
|
+1,093
|
+3%
|
|
|
24
|
Beck Capital Management
Austin,
Texas
|
$1.06M
|
-$8.36K
|
-275
|
-0.8%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$876K
|
-$73K
|
-2,402
|
-8%
|
|
