|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$17.2M
|
+$228K
|
+6,548
|
+1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$23.4K
|
+674
|
+0.2%
|
|
|
3
|
Lantz Financial
Naperville,
Illinois
|
$11.3M
|
-$115K
|
-3,298
|
-1%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.8M
|
+$1.51M
|
+43,537
|
+26%
|
|
|
5
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$6.62M
|
-$1.51M
|
-43,474
|
-19%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$6.06M
|
+$846K
|
+24,340
|
+17%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.82M
|
-$2.24M
|
-64,288
|
-29%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.16M
|
+$77.3K
|
+2,223
|
+2%
|
|
|
9
|
Diligent Investors
Redlands,
California
|
$3.47M
|
–
|
–
|
–
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$3.24M
|
+$93.5K
|
+2,689
|
+3%
|
|
|
11
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.86M
|
+$20.8K
|
+598
|
+0.8%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$2.54M
|
+$146K
|
+4,207
|
+6%
|
|
|
13
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.4M
|
-$15.2M
|
-436,521
|
-87%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$2.04M
|
+$60.9K
|
+1,750
|
+3%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.04M
|
-$477K
|
-13,726
|
-20%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.99M
|
+$400K
|
+11,506
|
+27%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.88M
|
+$83K
|
+2,387
|
+5%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.82M
|
-$247K
|
-7,097
|
-12%
|
|
|
19
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.82M
|
-$41.8K
|
-1,201
|
-2%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.78M
|
+$102K
|
+2,936
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.7M
|
+$58.6K
|
+1,686
|
+4%
|
|
|
22
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.68M
|
-$39.5K
|
-1,136
|
-2%
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.63M
|
-$869
|
-25
|
-0.1%
|
|
|
24
|
|
$1.56M
|
+$326K
|
+9,382
|
+28%
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.37M
|
-$16.5K
|
-474
|
-1%
|
|
