|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$23.5M
|
–
|
–
|
–
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$14.9M
|
+$432K
|
+14,256
|
+3%
|
|
|
3
|
Lantz Financial
Naperville,
Illinois
|
$9.54M
|
-$158K
|
-5,203
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.48M
|
-$228K
|
-7,530
|
-3%
|
|
|
5
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.09M
|
-$142K
|
-4,678
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.34M
|
-$474K
|
-15,638
|
-8%
|
|
|
7
|
Penserra Capital Management
Orinda,
California
|
$2.96M
|
+$1.25M
|
+41,337
|
+74%
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$2.87M
|
-$75.7K
|
-2,500
|
-3%
|
|
|
9
|
CoreCap Advisors
Southfield,
Michigan
|
$2.7M
|
+$305K
|
+10,062
|
+13%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.45M
|
+$228K
|
+7,526
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
+$44K
|
+1,453
|
+2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$2.28M
|
-$29.9K
|
-987
|
-1%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.95M
|
+$204K
|
+6,739
|
+12%
|
|
|
14
|
|
$1.67M
|
+$1.66M
|
+54,925
|
New
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.65M
|
-$485
|
-16
|
-0%
|
|
|
16
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.62M
|
-$5.39K
|
-178
|
-0.3%
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.53M
|
-$35.6K
|
-1,174
|
-2%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$1.51M
|
-$71.6K
|
-2,364
|
-5%
|
|
|
19
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.45M
|
-$117K
|
-3,867
|
-8%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.42M
|
+$1.34M
|
+44,107
|
New
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.42M
|
+$14.5K
|
+479
|
+1%
|
|
|
22
|
Delta Investment Management
San Francisco,
California
|
$1.42M
|
-$123K
|
-4,076
|
-8%
|
|
|
23
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.18M
|
–
|
–
|
–
|
|
|
24
|
Steward Financial Group
Colleyville,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.14M
|
–
|
–
|
–
|
|
