|
1
|
Wealthquest
Cincinnati,
Ohio
|
$50.7M
|
-$4.05M
|
-139,778
|
-7%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$12.2M
|
-$26.8K
|
-924
|
-0.2%
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$11.7M
|
+$1.59M
|
+54,748
|
+16%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.43M
|
-$619K
|
-21,368
|
-10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.89M
|
-$291K
|
-10,058
|
-6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.61M
|
-$759K
|
-26,196
|
-14%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.56M
|
+$94.1K
|
+3,250
|
+2%
|
|
|
8
|
Hudson Capital Management
Ramsey,
New Jersey
|
$3.67M
|
+$185K
|
+6,398
|
+5%
|
|
|
9
|
Penserra Capital Management
Orinda,
California
|
$2.95M
|
+$1.32M
|
+45,439
|
+81%
|
|
|
10
|
Beck Capital Management
Austin,
Texas
|
$2.55M
|
-$475K
|
-16,393
|
-16%
|
|
|
11
|
|
$2.52M
|
+$2.52M
|
+86,922
|
New
|
|
|
12
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.46M
|
–
|
–
|
–
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.43M
|
-$307K
|
-10,606
|
-18%
|
|
|
14
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.43M
|
–
|
–
|
–
|
|
|
15
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.36M
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.21M
|
–
|
–
|
–
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.18M
|
-$267K
|
-9,210
|
-19%
|
|
|
18
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.11M
|
+$494K
|
+17,048
|
+90%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$48.3K
|
+1,668
|
+5%
|
|
|
20
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.01M
|
+$960K
|
+33,129
|
New
|
|
|
22
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.01M
|
+$960K
|
+33,129
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$952K
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$950K
|
+$140K
|
+4,829
|
+17%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$866K
|
+$48.1K
|
+1,659
|
+6%
|
|
