|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$22.6M
|
+$21.6M
|
+804,124
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.11M
|
+$1.93M
|
+71,848
|
New
|
|
|
3
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.04M
|
+$1.69M
|
+62,755
|
+628%
|
|
|
4
|
Beck Capital Management
Austin,
Texas
|
$1.92M
|
+$1.84M
|
+68,374
|
New
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$926K
|
-$26.5K
|
-984
|
-3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$896K
|
+$320K
|
+11,879
|
+59%
|
|
|
7
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$601K
|
–
|
–
|
–
|
|
|
8
|
Personal CFO Solutions
Chester,
New Jersey
|
$548K
|
+$525K
|
+19,509
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$365K
|
+13,576
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$381K
|
-$1.13M
|
-42,019
|
-76%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$347K
|
+$332K
|
+12,346
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$286K
|
-$111K
|
-4,118
|
-29%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$231K
|
+$221K
|
+8,217
|
New
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$200K
|
+$192K
|
+7,143
|
New
|
|
|
16
|
Eudaimonia Partners
Winchester,
Tennessee
|
$97K
|
+$92.9K
|
+3,450
|
New
|
|
|
17
|
Weaver Consulting Group
Huntington Beach,
California
|
$95K
|
+$8.07K
|
+300
|
+10%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$94K
|
+$89.6K
|
+3,328
|
New
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$45K
|
+$43K
|
+1,599
|
New
|
|
|
20
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$1.92M
|
-76,625
|
Closed
|
|
|
21
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$48K
|
-1,925
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$15K
|
-615
|
Closed
|
|
