|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$16.9M
|
-$9.48M
|
-274,479
|
-35%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$15.5M
|
-$856K
|
-24,783
|
-5%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$2.37M
|
+68,696
|
+27%
|
|
|
4
|
Lantz Financial
Naperville,
Illinois
|
$10.5M
|
+$153K
|
+4,440
|
+1%
|
|
|
5
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$7.54M
|
-$1.19M
|
-34,333
|
-13%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.5M
|
+$3.43M
|
+99,209
|
+80%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.68M
|
+$5.84M
|
+169,038
|
New
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$4.74M
|
+$1.48M
|
+42,741
|
+44%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.74M
|
+$3.43M
|
+99,354
|
+843%
|
|
|
10
|
Diligent Investors
Redlands,
California
|
$3.18M
|
–
|
–
|
–
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$2.89M
|
+$2.96M
|
+85,763
|
New
|
|
|
12
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.6M
|
-$81.4K
|
-2,355
|
-3%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.3M
|
+$2.35M
|
+68,131
|
+32,914%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$2.19M
|
+$2.07M
|
+59,901
|
+1,155%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.91M
|
+$1.1M
|
+31,882
|
+128%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$1.82M
|
+$159K
|
+4,595
|
+9%
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.71M
|
-$31.2K
|
-904
|
-2%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.64M
|
-$223K
|
-6,466
|
-12%
|
|
|
19
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.58M
|
-$28.6K
|
-829
|
-2%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.54M
|
-$5.32K
|
-154
|
-0.3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
-$1.45M
|
-41,864
|
-48%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.49M
|
-$154K
|
-4,455
|
-9%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$1.44M
|
-$1.12M
|
-32,430
|
-43%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$568K
|
+16,452
|
+64%
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.28M
|
+$159K
|
+4,600
|
+14%
|
|
