|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$50.4M
|
+$49.1M
|
+1,905,126
|
+4,922%
|
|
|
2
|
Round Table Services
Westfield,
New Jersey
|
$18.9M
|
+$18.8M
|
+727,852
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.12M
|
+$7.66M
|
+297,077
|
+1,831%
|
|
|
4
|
Personal CFO Solutions
Chester,
New Jersey
|
$3M
|
-$25.4K
|
-985
|
-0.8%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$2.93M
|
+$2.92M
|
+113,053
|
New
|
|
|
6
|
Denver PWM
Denver,
Colorado
|
$2.53M
|
+$186K
|
+7,195
|
+8%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$1.9M
|
-$4.82M
|
-186,793
|
-72%
|
|
|
8
|
Parkside Investments
Deerfield,
Illinois
|
$1.24M
|
+$1.23M
|
+47,650
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
+$474K
|
+18,397
|
+85%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$953K
|
+$57.8K
|
+2,240
|
+6%
|
|
|
11
|
Koshinski Asset Management
Decatur,
Illinois
|
$425K
|
+$404K
|
+15,680
|
New
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$412K
|
+$141K
|
+5,459
|
+52%
|
|
|
13
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$334K
|
-$39.4K
|
-1,529
|
-11%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$319K
|
+$315K
|
+12,231
|
New
|
|
|
15
|
Alera Investment Advisors
Deerfield,
Illinois
|
$302K
|
-$619
|
-24
|
-0.2%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$274K
|
+$119K
|
+4,600
|
+80%
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$254K
|
+$248K
|
+9,625
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$233K
|
+$232K
|
+9,000
|
New
|
|
|
19
|
Archer Investment Corporation
Carmel,
Indiana
|
$51.8K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$23K
|
+$22.7K
|
+882
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$14.6K
|
+565
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$8.12K
|
+315
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$577K
|
-23,133
|
Closed
|
|
|
25
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$50K
|
-2,000
|
Closed
|
|
