|
1
|
Karp Capital Management
Sausalito,
California
|
$12.2M
|
+$13.3M
|
+432,654
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.28M
|
+$7.89M
|
+257,571
|
New
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.94M
|
+$4.31M
|
+140,629
|
+202%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.02M
|
+$3.9M
|
+127,449
|
+254%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.62M
|
+$720K
|
+23,522
|
+17%
|
|
|
6
|
Beck Capital Management
Austin,
Texas
|
$2.6M
|
-$106K
|
-3,460
|
-4%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.35M
|
+$505K
|
+16,487
|
+25%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$1.58M
|
+$391K
|
+12,776
|
+30%
|
|
|
9
|
Diligent Investors
Redlands,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.31M
|
-$941K
|
-30,725
|
-40%
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$1.23M
|
+$577K
|
+18,850
|
+76%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.21M
|
-$2.86M
|
-93,544
|
-69%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.12M
|
+$1.21M
|
+39,502
|
New
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.07M
|
+$499K
|
+16,278
|
+75%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$885K
|
+$958K
|
+31,295
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$865K
|
+$394K
|
+12,861
|
+72%
|
|
|
17
|
Steward Financial Group
Colleyville,
Texas
|
$819K
|
+$888K
|
+28,985
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$819K
|
+$888K
|
+28,988
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$816K
|
+$295K
|
+9,619
|
+50%
|
|
|
20
|
BCS Wealth Management
Johnson City,
Tennessee
|
$798K
|
+$864K
|
+28,221
|
New
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$746K
|
+$92.5K
|
+3,021
|
+13%
|
|
|
22
|
Integral Investment Advisors
Turlock,
California
|
$727K
|
+$241K
|
+7,870
|
+44%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$701K
|
+$760K
|
+24,802
|
New
|
|
|
24
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$661K
|
+$62.1K
|
+2,027
|
+9%
|
|
|
25
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$619K
|
+$165K
|
+5,379
|
+33%
|
|
