|
1
|
Wealthquest
Cincinnati,
Ohio
|
$51.8M
|
+$873K
|
+29,595
|
+2%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$11.3M
|
+$170K
|
+5,759
|
+1%
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$9.55M
|
+$8.54M
|
+289,266
|
+490%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.72M
|
-$145K
|
-4,930
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.08M
|
-$673K
|
-22,802
|
-11%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.89M
|
-$114K
|
-3,855
|
-2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
-$272K
|
-9,203
|
-6%
|
|
|
8
|
Hudson Capital Management
Ramsey,
New Jersey
|
$3.29M
|
+$66.9K
|
+2,268
|
+2%
|
|
|
9
|
Beck Capital Management
Austin,
Texas
|
$2.86M
|
-$55.9K
|
-1,896
|
-2%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$2.25M
|
-$1.69M
|
-57,325
|
-41%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.65M
|
-$38K
|
-1,288
|
-2%
|
|
|
12
|
Penserra Capital Management
Orinda,
California
|
$1.54M
|
+$380K
|
+12,872
|
+30%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.38M
|
–
|
–
|
–
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.36M
|
-$150K
|
-5,086
|
-9%
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.35M
|
–
|
–
|
–
|
|
|
16
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.28M
|
+$88.5K
|
+3,000
|
+7%
|
|
|
17
|
Round Table Services
Westfield,
New Jersey
|
$1.28M
|
+$594K
|
+20,125
|
+76%
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.15M
|
-$10.3K
|
-350
|
-0.8%
|
|
|
19
|
Covington Capital Management
Los Angeles,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
20
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$962K
|
-$201K
|
-6,800
|
-16%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$936K
|
+$21.2K
|
+718
|
+2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$900K
|
-$152K
|
-5,153
|
-14%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$861K
|
-$122K
|
-4,132
|
-12%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$773K
|
-$49.6K
|
-1,682
|
-6%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$766K
|
-$4.74M
|
-160,546
|
-85%
|
|
