|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$114M
|
+$53.5M
|
+493,455
|
+89%
|
|
|
2
|
Renaissance Technologies
New York
|
$83.6M
|
+$13.6M
|
+125,800
|
+20%
|
|
|
3
|
LGL Partners
Philadelphia,
Pennsylvania
|
$69.6M
|
-$1.11M
|
-10,198
|
-2%
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$56.8M
|
-$3.93M
|
-36,272
|
-7%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$56.1M
|
+$4.95M
|
+45,701
|
+10%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.3M
|
+$15.4M
|
+141,925
|
+52%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$44.8M
|
+$39.9M
|
+368,227
|
+851%
|
|
|
8
|
Insight Advisors
Newtown,
Pennsylvania
|
$38.1M
|
-$776K
|
-7,158
|
-2%
|
|
|
9
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$36.4M
|
+$8.54M
|
+78,824
|
+31%
|
|
|
10
|
ADAR1 Capital Management
Austin,
Texas
|
$35.2M
|
-$3.04M
|
-28,100
|
-8%
|
|
|
11
|
Empowered Funds
Havertown,
Pennsylvania
|
$34.5M
|
-$82.4M
|
-760,551
|
-71%
|
|
|
12
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$29.6M
|
+$12M
|
+110,662
|
+69%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.9M
|
+$7.82M
|
+72,197
|
+49%
|
|
|
14
|
Whitcomb & Hess
Ashland,
Ohio
|
$23.3M
|
+$44.9K
|
+414
|
+0.2%
|
|
|
15
|
Ferguson Shapiro
Decatur,
Georgia
|
$22.4M
|
-$14.2M
|
-131,496
|
-39%
|
|
|
16
|
|
$16.5M
|
+$16.4M
|
+151,354
|
New
|
|
|
17
|
Stokes Family Office
New Orleans,
Louisiana
|
$15.4M
|
+$2.67M
|
+24,620
|
+21%
|
|
|
18
|
|
$15M
|
+$14.9M
|
+137,473
|
New
|
|
|
19
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$13.5M
|
+$977K
|
+9,016
|
+8%
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$13.2M
|
+$667K
|
+6,153
|
+5%
|
|
|
21
|
Opus Capital Group
Cincinnati,
Ohio
|
$11.3M
|
+$3.46M
|
+31,900
|
+44%
|
|
|
22
|
GoalVest Advisory
New York
|
$9.83M
|
+$7.71M
|
+71,169
|
+374%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$9.58M
|
+$5.71M
|
+52,655
|
+149%
|
|
|
24
|
Ursa Fund Management
Danville,
California
|
$8.17M
|
–
|
–
|
–
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$8.07M
|
+$4.25M
|
+39,218
|
+113%
|
|
