|
1
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$69.7M
|
+$65.8M
|
+1,560,224
|
+260,037%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.7M
|
+$1.5M
|
+35,668
|
+6%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$17.4M
|
-$1.13M
|
-26,801
|
-6%
|
|
|
4
|
Berkshire Money Management
Dalton,
Massachusetts
|
$16.5M
|
+$14.4M
|
+342,206
|
+1,281%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.8M
|
+$1.32M
|
+31,393
|
+17%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.54M
|
-$884K
|
-20,982
|
-17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.31M
|
+$319K
|
+7,558
|
+9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.41M
|
+$202K
|
+4,782
|
+7%
|
|
|
9
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.41M
|
-$13.1K
|
-310
|
-0.4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$3.33M
|
+$330K
|
+7,822
|
+12%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.07M
|
+$43.2K
|
+1,024
|
+2%
|
|
|
12
|
Bellwether Advisors
Lincoln,
Nebraska
|
$3.05M
|
–
|
–
|
–
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$2.59M
|
+$208K
|
+4,932
|
+9%
|
|
|
14
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.46M
|
-$4.38K
|
-104
|
-0.2%
|
|
|
15
|
|
$2.36M
|
–
|
–
|
–
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.17M
|
-$117K
|
-2,771
|
-5%
|
|
|
17
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.94M
|
-$63.6K
|
-1,508
|
-3%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.82M
|
+$541K
|
+12,830
|
+46%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.72M
|
+$35.8K
|
+849
|
+2%
|
|
|
20
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$1.67M
|
-$4.21K
|
-100
|
-0.3%
|
|
|
21
|
FSA Advisors
Troy,
Michigan
|
$1.59M
|
+$22.1K
|
+525
|
+1%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.49M
|
-$2.28K
|
-54
|
-0.2%
|
|
|
23
|
Integral Investment Advisors
Turlock,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
24
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.3M
|
-$6.92M
|
-164,217
|
-85%
|
|
|
25
|
Chris Bulman
Roseville,
California
|
$1.25M
|
-$1.98K
|
-47
|
-0.2%
|
|
