|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$24.9M
|
–
|
–
|
–
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$15.7M
|
-$75.4K
|
-2,401
|
-0.5%
|
|
|
3
|
Lantz Financial
Naperville,
Illinois
|
$10M
|
-$71.6K
|
-2,279
|
-0.7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.67M
|
-$300K
|
-9,545
|
-3%
|
|
|
5
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.41M
|
-$160K
|
-5,088
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.71M
|
-$926K
|
-29,495
|
-17%
|
|
|
7
|
Diligent Investors
Redlands,
California
|
$3.03M
|
–
|
–
|
–
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$2.93M
|
-$197K
|
-6,284
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.68M
|
+$113K
|
+3,592
|
+4%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.58M
|
+$40.3K
|
+1,282
|
+2%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.42M
|
–
|
–
|
–
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$1.92M
|
-$145K
|
-4,616
|
-7%
|
|
|
13
|
|
$1.75M
|
-$15.7K
|
-500
|
-0.9%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.72M
|
-$17.3K
|
-550
|
-1%
|
|
|
15
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.69M
|
-$19.3K
|
-613
|
-1%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$1.62M
|
+$15.5K
|
+492
|
+1%
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.58M
|
-$61.7K
|
-1,965
|
-4%
|
|
|
18
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.48M
|
-$54.9K
|
-1,748
|
-4%
|
|
|
19
|
Delta Investment Management
San Francisco,
California
|
$1.46M
|
-$38.2K
|
-1,216
|
-3%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.46M
|
+$42.7K
|
+1,361
|
+3%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.45M
|
+$242K
|
+7,695
|
+21%
|
|
|
22
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.25M
|
–
|
–
|
–
|
|
|
23
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.08M
|
+$2.92K
|
+93
|
+0.3%
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.07M
|
-$49.6K
|
-1,580
|
-5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$39.7K
|
-1,265
|
-4%
|
|
