|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$85.1M
|
–
|
–
|
–
|
|
|
2
|
Torren Management
San Diego,
California
|
$67.5M
|
–
|
–
|
–
|
|
|
3
|
Fortitude Family Office
Scottsdale,
Arizona
|
$38.7M
|
–
|
–
|
–
|
|
|
4
|
MAI Capital Management
Independence,
Ohio
|
$34M
|
+$32.6M
|
+624,484
|
New
|
|
|
5
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$27.3M
|
-$784
|
-15
|
-0%
|
|
|
6
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$26.4M
|
+$25.3M
|
+484,908
|
New
|
|
|
7
|
Tarbox Family Office
Newport Beach,
California
|
$21.5M
|
-$98.1K
|
-1,876
|
-0.5%
|
|
|
8
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$20.2M
|
–
|
–
|
–
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.4M
|
–
|
–
|
–
|
|
|
10
|
SJS Investment Consulting
Sylvania,
Ohio
|
$11.2M
|
–
|
–
|
–
|
|
|
11
|
Bridgewater Advisors
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
12
|
Mason Investment Advisory Services
Reston,
Virginia
|
$10.5M
|
-$661K
|
-12,639
|
-6%
|
|
|
13
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.86M
|
–
|
–
|
–
|
|
|
14
|
Ridgeline Wealth
Mesa,
Arizona
|
$6.97M
|
+$6.7M
|
+128,110
|
New
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$6.7M
|
-$125K
|
-2,400
|
-2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.48M
|
–
|
–
|
–
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$6.07M
|
–
|
–
|
–
|
|
|
18
|
IEQ Capital
Foster City,
California
|
$6.05M
|
–
|
–
|
–
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$5.49M
|
+$5.27M
|
+100,870
|
New
|
|
|
20
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$1.47M
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$729K
|
-$236K
|
-4,506
|
-25%
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$483K
|
+$467K
|
+8,943
|
New
|
|
|
23
|
|
$323K
|
+$310K
|
+5,932
|
New
|
|
|
24
|
Orion Capital Management
Coronado,
California
|
$1.91K
|
+$1.83K
|
+35
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.14K
|
+$1.1K
|
+21
|
New
|
|
