|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$23.2M
|
+$22.3M
|
+696,730
|
+5,507%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.9M
|
-$149K
|
-4,652
|
-1%
|
|
|
3
|
Wealthquest
Cincinnati,
Ohio
|
$11.8M
|
+$1.31M
|
+41,133
|
+13%
|
|
|
4
|
Integral Investment Advisors
Turlock,
California
|
$6.61M
|
+$152K
|
+4,746
|
+2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.71M
|
-$564K
|
-17,654
|
-11%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$2.93M
|
-$198K
|
-6,192
|
-6%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.65M
|
-$30.1K
|
-941
|
-1%
|
|
|
8
|
|
$2.52M
|
-$36.4M
|
-1,139,339
|
-94%
|
|
|
9
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.47M
|
-$45K
|
-1,410
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
+$530K
|
+16,581
|
+34%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.01M
|
-$89.5K
|
-2,800
|
-4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.74M
|
+$1.71M
|
+53,407
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.71M
|
+$1.68M
|
+52,485
|
New
|
|
|
14
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.67M
|
-$147K
|
-4,609
|
-8%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.23M
|
+38,465
|
+508%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
-$54.6K
|
-1,709
|
-4%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.46M
|
-$16.3K
|
-511
|
-1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.29M
|
-$53.7K
|
-1,680
|
-4%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
20
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.02M
|
-$1.31K
|
-41
|
-0.1%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$990K
|
-$32
|
-1
|
-0%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$827K
|
-$31.7K
|
-993
|
-4%
|
|
|
23
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$804K
|
–
|
–
|
–
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$727K
|
-$156K
|
-4,876
|
-18%
|
|
|
25
|
My Personal CFO LLC
Vancouver,
Washington
|
$706K
|
+$370K
|
+11,588
|
+116%
|
|
