|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13.5M
|
+$196K
|
+6,161
|
+1%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$7.5M
|
-$37.5K
|
-1,176
|
-0.5%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.59M
|
+$1.33M
|
+41,710
|
+30%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.58M
|
-$67K
|
-2,102
|
-1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.7M
|
-$76.5K
|
-2,400
|
-2%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$4.68M
|
+$1.46M
|
+45,738
|
+44%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.5M
|
-$671K
|
-21,057
|
-13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
-$30.6K
|
-959
|
-1%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.16M
|
+$817K
|
+25,635
|
+58%
|
|
|
10
|
Beck Capital Management
Austin,
Texas
|
$2.08M
|
-$32.8K
|
-1,029
|
-2%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$1.74M
|
+$84.7K
|
+2,660
|
+5%
|
|
|
12
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.57M
|
–
|
–
|
–
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.48M
|
+$388K
|
+12,184
|
+34%
|
|
|
14
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.47M
|
-$12.5K
|
-392
|
-0.8%
|
|
|
15
|
|
$1.42M
|
+$4.78K
|
+150
|
+0.3%
|
|
|
16
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.37M
|
-$80.9K
|
-2,539
|
-5%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.32M
|
+$44.6K
|
+1,401
|
+3%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.29M
|
+$19.8K
|
+622
|
+2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.26M
|
+$150K
|
+4,697
|
+13%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.22M
|
+$131K
|
+4,103
|
+12%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
-$20.2K
|
-635
|
-2%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.2M
|
–
|
–
|
–
|
|
|
23
|
Lion Street Advisors
Austin,
Texas
|
$976K
|
+$1M
|
+31,397
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$938K
|
-$19.1K
|
-600
|
-2%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$925K
|
-$70.1K
|
-2,202
|
-7%
|
|
