|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$37.9M
|
-$1.84M
|
-36,344
|
-5%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.28M
|
+$4.99M
|
+98,284
|
+1,927%
|
|
|
3
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.35M
|
-$1.19M
|
-23,558
|
-22%
|
|
|
4
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$3.71M
|
+$493K
|
+9,722
|
+15%
|
|
|
5
|
Strait & Sound Wealth Management
San Francisco,
California
|
$3.55M
|
+$2.1M
|
+41,348
|
+147%
|
|
|
6
|
Brown Financial Advisors
Milford,
Ohio
|
$2.79M
|
-$188K
|
-3,703
|
-6%
|
|
|
7
|
|
$2.14M
|
+$419K
|
+8,266
|
+25%
|
|
|
8
|
FullCircle Wealth
Dallas,
Texas
|
$1.77M
|
+$190K
|
+3,745
|
+12%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.34M
|
+$1.33M
|
+26,172
|
New
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.29M
|
+$1.28M
|
+25,197
|
New
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.29M
|
+$1.28M
|
+25,197
|
New
|
|
|
12
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.23M
|
+$85.8K
|
+1,691
|
+8%
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.17M
|
+$1.16M
|
+22,843
|
New
|
|
|
14
|
Crew Capital Management
Cincinnati,
Ohio
|
$807K
|
+$21.7K
|
+427
|
+3%
|
|
|
15
|
Grantvest Financial Group
Matawan,
New Jersey
|
$286K
|
+$284K
|
+5,593
|
New
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$4.1M
|
-81,231
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.31M
|
-45,721
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.26K
|
-124
|
Closed
|
|
