|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$23M
|
+$23.4M
|
+792,710
|
New
|
|
|
2
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$16.3M
|
-$157K
|
-5,326
|
-0.9%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$14.9M
|
+$15.1M
|
+512,822
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$3.22M
|
+109,002
|
+32%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.18M
|
+$5.93M
|
+200,752
|
+174%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$7.82M
|
+$601K
|
+20,340
|
+8%
|
|
|
7
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$6.73M
|
+$146K
|
+4,943
|
+2%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$5.28M
|
+$866K
|
+29,331
|
+19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96M
|
+$529K
|
+17,928
|
+12%
|
|
|
10
|
Bellwether Advisors
Lincoln,
Nebraska
|
$3.9M
|
-$63K
|
-2,133
|
-2%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.58M
|
+$130K
|
+4,407
|
+4%
|
|
|
12
|
Gill Capital Partners
Denver,
Colorado
|
$3.31M
|
+$1.38M
|
+46,880
|
+70%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.28M
|
+$2.57M
|
+86,873
|
+335%
|
|
|
14
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$3.13M
|
+$3.18M
|
+107,832
|
New
|
|
|
15
|
InterOcean Capital Group
Nashville,
Tennessee
|
$2.97M
|
+$1.91M
|
+64,645
|
+172%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$2.66M
|
+$505K
|
+17,085
|
+23%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.39M
|
+$1.57M
|
+53,204
|
+182%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.3M
|
+$2.31M
|
+78,374
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.05M
|
+$892K
|
+30,195
|
+75%
|
|
|
20
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.95M
|
+$318K
|
+10,763
|
+19%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.79M
|
-$774K
|
-26,216
|
-30%
|
|
|
22
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.78M
|
+$1.81M
|
+61,236
|
New
|
|
|
23
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.67M
|
-$29.6K
|
-1,003
|
-2%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$1.57M
|
-$167K
|
-5,669
|
-9%
|
|
|
25
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.57M
|
+$1.59M
|
+53,987
|
New
|
|
