|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13M
|
+$780K
|
+26,130
|
+6%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$12.4M
|
-$70.1K
|
-2,350
|
-0.6%
|
|
|
3
|
Frisch Financial Group
Melville,
New York
|
$8.76M
|
+$8.65M
|
+289,839
|
New
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.63M
|
-$32.8K
|
-1,100
|
-0.6%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.69M
|
-$59.7K
|
-2,000
|
-1%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.53M
|
+$4.2M
|
+140,889
|
+1,546%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
-$506K
|
-16,951
|
-11%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$2.88M
|
-$196K
|
-6,564
|
-6%
|
|
|
9
|
|
$2.52M
|
-$104K
|
-3,500
|
-4%
|
|
|
10
|
Beck Capital Management
Austin,
Texas
|
$2.19M
|
-$461K
|
-15,456
|
-18%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.59M
|
+$94.2K
|
+3,156
|
+6%
|
|
|
12
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.52M
|
–
|
–
|
–
|
|
|
13
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.39M
|
-$21.8K
|
-730
|
-2%
|
|
|
14
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.31M
|
-$178K
|
-5,960
|
-12%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.18M
|
-$41.7K
|
-1,399
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$41.1K
|
+1,379
|
+4%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.08M
|
-$985
|
-33
|
-0.1%
|
|
|
18
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
+$31.2K
|
+1,044
|
+3%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$998K
|
-$3.34K
|
-112
|
-0.3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$992K
|
–
|
–
|
–
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$975K
|
+$71.5K
|
+2,397
|
+8%
|
|
|
23
|
Lion Street Advisors
Austin,
Texas
|
$919K
|
+$907K
|
+30,396
|
New
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$854K
|
+$29.1K
|
+975
|
+4%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$826K
|
–
|
–
|
–
|
|
