|
1
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$20M
|
+$20.9M
|
+787,598
|
New
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$5.1M
|
+$5.32M
|
+200,794
|
New
|
|
|
3
|
Archer Investment Corporation
Carmel,
Indiana
|
$4.42M
|
+$146K
|
+5,513
|
+3%
|
|
|
4
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$3.19M
|
-$63K
|
-2,377
|
-2%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.66M
|
+$73.5K
|
+2,777
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.58M
|
+$1.68M
|
+63,262
|
+166%
|
|
|
7
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.91M
|
+$1.99M
|
+75,297
|
New
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.39M
|
-$89.8K
|
-3,391
|
-6%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.06M
|
-$61.4K
|
-2,318
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
+$866K
|
+32,696
|
+412%
|
|
|
12
|
|
$865K
|
+$901K
|
+34,025
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$864K
|
+$239K
|
+9,021
|
+36%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$850K
|
-$564K
|
-21,292
|
-39%
|
|
|
15
|
Delta Investment Management
San Francisco,
California
|
$778K
|
+$811K
|
+30,620
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$676K
|
-$12.4K
|
-470
|
-2%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$629K
|
+$657K
|
+24,793
|
New
|
|
|
18
|
Palumbo Wealth Management
Great Neck,
New York
|
$494K
|
+$51.6K
|
+1,948
|
+11%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$453K
|
+$94.8K
|
+3,581
|
+25%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$438K
|
+$110K
|
+4,140
|
+32%
|
|
|
21
|
InterOcean Capital Group
Nashville,
Tennessee
|
$394K
|
–
|
–
|
–
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$381K
|
–
|
–
|
–
|
|
|
23
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$359K
|
+$374K
|
+14,116
|
New
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$318K
|
+$68.2K
|
+2,574
|
+26%
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$272K
|
+$284K
|
+10,711
|
New
|
|
