|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$26.7M
|
–
|
–
|
–
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$16.8M
|
-$68.1K
|
-2,082
|
-0.4%
|
|
|
3
|
Lantz Financial
Naperville,
Illinois
|
$10.6M
|
-$157K
|
-4,789
|
-2%
|
|
|
4
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.9M
|
-$111K
|
-3,380
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.69M
|
-$585K
|
-17,860
|
-7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26M
|
-$754K
|
-23,029
|
-16%
|
|
|
7
|
Penserra Capital Management
Orinda,
California
|
$3.38M
|
+$231K
|
+7,045
|
+8%
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$3.26M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$97.1K
|
+2,967
|
+4%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.74M
|
-$26.6K
|
-813
|
-1%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.59M
|
–
|
–
|
–
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$2.29M
|
+$221K
|
+6,760
|
+11%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.91M
|
+$53.2K
|
+1,625
|
+3%
|
|
|
14
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.78M
|
-$32.2K
|
-983
|
-2%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$1.75M
|
+$1.54M
|
+47,064
|
+1,243%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$1.7M
|
-$31.6K
|
-965
|
-2%
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.68M
|
-$9.49K
|
-290
|
-0.6%
|
|
|
18
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.65M
|
+$64.2K
|
+1,960
|
+4%
|
|
|
19
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.58M
|
+$9.82K
|
+300
|
+0.7%
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
$1.56M
|
-$6.71K
|
-205
|
-0.4%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.51M
|
-$46.5K
|
-1,420
|
-3%
|
|
|
22
|
|
$1.4M
|
-$456K
|
-13,923
|
-26%
|
|
|
23
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.34M
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.15M
|
-$98
|
-3
|
-0%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
-$26.2K
|
-800
|
-2%
|
|
