|
1
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$9.98M
|
+$3.87M
|
+38,221
|
+62%
|
|
|
2
|
|
$9.28M
|
+$4.83M
|
+47,692
|
+105%
|
|
|
3
|
Summit Wealth Partners
Orlando,
Florida
|
$5.22M
|
+$274K
|
+2,710
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.06M
|
-$1.7M
|
-16,767
|
-25%
|
|
|
5
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4.4M
|
+$917K
|
+9,065
|
+26%
|
|
|
6
|
True Link Financial Advisors
San Francisco,
California
|
$2.18M
|
–
|
–
|
–
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$2.15M
|
+$328K
|
+3,243
|
+18%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$1.9M
|
+$98.1K
|
+969
|
+5%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.81M
|
+$63K
|
+623
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.55M
|
+$1.15M
|
+11,332
|
+268%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.45M
|
-$2.53K
|
-25
|
-0.2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
-$230K
|
-2,268
|
-14%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.27M
|
-$68.8K
|
-680
|
-5%
|
|
|
14
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.02M
|
-$101K
|
-999
|
-9%
|
|
|
15
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.01M
|
+$75.1K
|
+742
|
+8%
|
|
|
16
|
Equitable Holdings
New York
|
$967K
|
+$16.2K
|
+160
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$936K
|
-$173K
|
-1,713
|
-15%
|
|
|
18
|
|
$799K
|
-$4.95M
|
-48,939
|
-86%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$766K
|
-$139K
|
-1,373
|
-15%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$712K
|
+$23.7K
|
+234
|
+3%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$710K
|
–
|
–
|
–
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$691K
|
-$105K
|
-1,037
|
-13%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$666K
|
-$86.4K
|
-854
|
-11%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$643K
|
+$304
|
+3
|
+0%
|
|
|
25
|
Optimum Investment Advisors
Chicago,
Illinois
|
$589K
|
–
|
–
|
–
|
|
