|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2510万
|
+$175万
|
+44,509
|
+8%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1202万
|
+$10万
|
+2,549
|
+0.9%
|
|
|
3
|
Sentinus LLC
Oak Brook,
Illinois
|
$1006万
|
+$8.74万
|
+2,223
|
+0.9%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$855万
|
-$1,533
|
-39
|
-0%
|
|
|
5
|
Indivisible Partners
Clearwater,
Florida
|
$812万
|
+$5.93万
|
+1,510
|
+0.8%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$765万
|
+$96.2万
|
+24,478
|
+15%
|
|
|
7
|
Berkeley Inc
Boise,
Idaho
|
$576万
|
-$13.3万
|
-3,396
|
-2%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$260万
|
+$9.14万
|
+2,325
|
+4%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$132万
|
-$45.7万
|
-11,619
|
-26%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$114万
|
+$13.2万
|
+3,347
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$72.2万
|
-$2.96万
|
-753
|
-4%
|
|
|
12
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$68.6万
|
–
|
–
|
–
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
$58.2万
|
-$2.51万
|
-639
|
-4%
|
|
|
14
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$48.2万
|
+$17.8万
|
+4,539
|
+61%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$47.7万
|
+$3,144
|
+80
|
+0.7%
|
|
|
16
|
Global View Capital Management
Waukesha,
Wisconsin
|
$43.9万
|
-$11.5万
|
-2,929
|
-21%
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$40.7万
|
-$62.8万
|
-15,991
|
-62%
|
|
|
18
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$23.8万
|
+$1,336
|
+34
|
+0.6%
|
|
|
19
|
Abacus Planning Group
Columbia,
South Carolina
|
$22.2万
|
+$21.6万
|
+5,504
|
新規
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$21.2万
|
+$20.6万
|
+5,241
|
新規
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$5.48万
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$4.16万
|
-$4,637
|
-118
|
-10%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
$2.53万
|
–
|
–
|
–
|
|
|
24
|
Essential Partners
Rancho Santa Fe,
California
|
$1.45万
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$1.24万
|
–
|
–
|
–
|
|
