|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$66.1M
|
–
|
–
|
–
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$51.1M
|
+$53.7M
|
+901,171
|
New
|
|
|
3
|
Strategic Blueprint
Atlanta,
Georgia
|
$15.1M
|
+$303K
|
+5,086
|
+2%
|
|
|
4
|
Torren Management
San Diego,
California
|
$11M
|
+$36.6K
|
+615
|
+0.3%
|
|
|
5
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$8.9M
|
+$1.04M
|
+17,414
|
+12%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.93M
|
+$7.28M
|
+122,094
|
New
|
|
|
7
|
Three Arch Wealth Management
Irvine,
California
|
$3.29M
|
–
|
–
|
–
|
|
|
8
|
EnRich Financial Partners
Madison,
Wisconsin
|
$2.42M
|
+$2.14M
|
+35,984
|
+545%
|
|
|
9
|
True Wealth Design
Akron,
Ohio
|
$1.58M
|
+$279K
|
+4,689
|
+20%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$1.05M
|
+$1.1M
|
+18,500
|
New
|
|
|
11
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$778K
|
+$104K
|
+1,738
|
+15%
|
|
|
12
|
Haven Private
Orlando,
Florida
|
$709K
|
+$57.2K
|
+960
|
+8%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$630K
|
+$361K
|
+6,064
|
+120%
|
|
|
14
|
|
$604K
|
+$162K
|
+2,725
|
+34%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$264K
|
+$23.8K
|
+400
|
+10%
|
|
|
16
|
Sankala Group
Lyons,
Colorado
|
$78.3K
|
+$35.8K
|
+601
|
+75%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.04K
|
+$2.15K
|
+36
|
New
|
|
|
18
|
Orion Capital Management
Coronado,
California
|
$1.14K
|
–
|
–
|
–
|
|
|
19
|
LAM Group
Lake Oswego,
Oregon
|
$284
|
+$298
|
+5
|
New
|
|
|
20
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
–
|
-$257K
|
-4,278
|
Closed
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$7.46K
|
-124
|
Closed
|
|
