|
1
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.96M
|
-$38.5K
|
-817
|
-2%
|
|
|
2
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.71M
|
+$567K
|
+12,036
|
+45%
|
|
|
3
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.71M
|
+$1.9M
|
+40,238
|
New
|
|
|
4
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.47M
|
+$1.62M
|
+34,286
|
+9,023%
|
|
|
5
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.45M
|
+$1.6M
|
+34,047
|
New
|
|
|
6
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.27M
|
-$941K
|
-19,972
|
-40%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$1.18M
|
-$200K
|
-4,251
|
-13%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$1.08M
|
+$1.2M
|
+25,427
|
New
|
|
|
9
|
Collective Family Office
York,
Pennsylvania
|
$968K
|
+$619K
|
+13,128
|
+136%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$913K
|
–
|
–
|
–
|
|
|
11
|
ML&R Wealth Management
Austin,
Texas
|
$901K
|
+$998K
|
+21,180
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$661K
|
+$733K
|
+15,546
|
New
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$640K
|
+$593K
|
+12,577
|
+510%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$529K
|
-$709K
|
-15,056
|
-55%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$519K
|
+$575K
|
+12,213
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$420K
|
+$465K
|
+9,872
|
New
|
|
|
17
|
Cardiff Park Advisors
Carlsbad,
California
|
$372K
|
+$8.43K
|
+179
|
+2%
|
|
|
18
|
WorthPointe
La Jolla,
California
|
$286K
|
–
|
–
|
–
|
|
|
19
|
McLean Asset Management
Tysons,
Virginia
|
$210K
|
+$242K
|
+5,140
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$65K
|
+$72K
|
+1,527
|
New
|
|
|
21
|
Life Planning Partners
Jacksonville,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$6.27K
|
+133
|
+17%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$22K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$2.43M
|
-48,413
|
Closed
|
|
