|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$16.7M
|
-$3.64M
|
-124,525
|
-18%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$10.7M
|
+$9.83M
|
+336,808
|
+1,353%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$5.2M
|
-178,186
|
-34%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.34M
|
-$1.81M
|
-62,085
|
-20%
|
|
|
5
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$6.68M
|
-$2.99M
|
-102,573
|
-31%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$5.54M
|
-$4.46M
|
-152,743
|
-45%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.5M
|
+$196K
|
+6,704
|
+5%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$4.5M
|
-$89.9K
|
-3,080
|
-2%
|
|
|
9
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.02M
|
-$21.8K
|
-747
|
-0.5%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.5M
|
-$608K
|
-20,813
|
-15%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.4M
|
-$1.13M
|
-38,747
|
-25%
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
$3.36M
|
+$3.33M
|
+114,083
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.59M
|
-$472K
|
-16,161
|
-16%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.39M
|
-$538K
|
-18,440
|
-18%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.27M
|
-$137K
|
-4,704
|
-6%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$2.19M
|
-$320K
|
-10,954
|
-13%
|
|
|
17
|
Gill Capital Partners
Denver,
Colorado
|
$1.97M
|
-$300K
|
-10,275
|
-13%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.76M
|
+$282K
|
+9,659
|
+19%
|
|
|
19
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.68M
|
-$8.73M
|
-298,976
|
-84%
|
|
|
20
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.66M
|
–
|
–
|
–
|
|
|
21
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.53M
|
-$537K
|
-18,383
|
-26%
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.27M
|
-$353K
|
-12,094
|
-22%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.19M
|
–
|
–
|
–
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.11M
|
–
|
–
|
–
|
|
|
25
|
Covington Capital Management
Los Angeles,
California
|
$950K
|
+$14.6K
|
+500
|
+2%
|
|
