|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$9.17M
|
-$4.87M
|
-203,444
|
-35%
|
|
|
2
|
Round Table Services
Westfield,
New Jersey
|
$2.26M
|
+$2.22M
|
+92,600
|
New
|
|
|
3
|
Elmwood Wealth Management
Berkeley,
California
|
$1.4M
|
+$1.37M
|
+57,405
|
New
|
|
|
4
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.33M
|
+$1.29M
|
+53,809
|
New
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.03M
|
–
|
–
|
–
|
|
|
6
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$988K
|
+$967K
|
+40,397
|
New
|
|
|
7
|
|
$860K
|
+$15.4K
|
+645
|
+2%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$848K
|
–
|
–
|
–
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$824K
|
+$566K
|
+23,656
|
+236%
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$655K
|
+$641K
|
+26,773
|
New
|
|
|
11
|
SG Americas Securities
New York
|
$611K
|
–
|
–
|
–
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$610K
|
+$212K
|
+8,871
|
+55%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$575K
|
+$30.6K
|
+1,280
|
+6%
|
|
|
14
|
Diligent Investors
Redlands,
California
|
$545K
|
+$533K
|
+22,291
|
New
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$430K
|
+$20.3K
|
+850
|
+5%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$354K
|
+$346K
|
+14,475
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$71K
|
+$69.9K
|
+2,920
|
New
|
|
|
18
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$26.9K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$3.23K
|
+135
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$1.62M
|
-71,089
|
Closed
|
|
|
22
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$727K
|
-31,827
|
Closed
|
|
