|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$22.2M
|
+$23.8M
|
+776,400
|
New
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13.6M
|
+$3.03M
|
+98,945
|
+26%
|
|
|
3
|
Karp Capital Management
Sausalito,
California
|
$10.9M
|
+$11.7M
|
+380,391
|
New
|
|
|
4
|
Lantz Financial
Naperville,
Illinois
|
$9.15M
|
+$9.8M
|
+319,763
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.21M
|
+$2.94M
|
+95,869
|
+50%
|
|
|
6
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$7.77M
|
+$8.32M
|
+271,509
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.49M
|
-$1.32M
|
-43,059
|
-18%
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$2.77M
|
–
|
–
|
–
|
|
|
9
|
CoreCap Advisors
Southfield,
Michigan
|
$2.26M
|
-$9.38K
|
-306
|
-0.4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
+$2.06M
|
+67,171
|
+591%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$2.2M
|
-$1.36M
|
-44,361
|
-37%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$2.18M
|
-$36.4K
|
-1,187
|
-2%
|
|
|
13
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.05M
|
+$148K
|
+4,823
|
+7%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.65M
|
+$1.77M
|
+57,676
|
New
|
|
|
15
|
Penserra Capital Management
Orinda,
California
|
$1.6M
|
+$393K
|
+12,824
|
+30%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.55M
|
+$471K
|
+15,377
|
+40%
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.53M
|
+$111K
|
+3,607
|
+7%
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.5M
|
+$21.3K
|
+695
|
+1%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$1.49M
|
+$1.3M
|
+42,389
|
+433%
|
|
|
20
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.48M
|
-$28.4K
|
-926
|
-2%
|
|
|
21
|
Delta Investment Management
San Francisco,
California
|
$1.46M
|
+$1.56M
|
+50,861
|
New
|
|
|
22
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.35M
|
+$1.34M
|
+43,628
|
New
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.16M
|
-$34.7K
|
-1,131
|
-3%
|
|
|
24
|
Covington Capital Management
Los Angeles,
California
|
$1.12M
|
+$464K
|
+15,145
|
+63%
|
|
|
25
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.11M
|
–
|
–
|
–
|
|
