|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$180M
|
+$19M
|
+171,238
|
+12%
|
|
|
2
|
Renaissance Technologies
New York
|
$115M
|
+$22.3M
|
+200,800
|
+24%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$68.3M
|
-$6.74M
|
-60,767
|
-9%
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$63.9M
|
+$913K
|
+8,233
|
+1%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$54.8M
|
+$9.86M
|
+88,890
|
+22%
|
|
|
6
|
ADAR1 Capital Management
Austin,
Texas
|
$37.6M
|
+$1.3M
|
+11,675
|
+4%
|
|
|
7
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$36M
|
-$555
|
-5
|
-0%
|
|
|
8
|
Client First Investment Management
West Bend,
Wisconsin
|
$35.5M
|
+$29.1M
|
+262,731
|
+469%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.5M
|
+$511K
|
+4,602
|
+2%
|
|
|
10
|
Bravias Capital Group
Iselin,
New Jersey
|
$30.7M
|
+$8.42M
|
+75,932
|
+38%
|
|
|
11
|
Insight Advisors
Newtown,
Pennsylvania
|
$29.4M
|
-$176K
|
-1,589
|
-0.6%
|
|
|
12
|
Pennington Partners & Co
Bethesda,
Maryland
|
$28.6M
|
-$5.53M
|
-49,835
|
-16%
|
|
|
13
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$28.2M
|
-$1.82M
|
-16,395
|
-6%
|
|
|
14
|
Empowered Funds
Havertown,
Pennsylvania
|
$27.7M
|
+$19.9M
|
+179,455
|
+259%
|
|
|
15
|
Whitcomb & Hess
Ashland,
Ohio
|
$22.9M
|
-$2.05M
|
-18,452
|
-8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$21M
|
-$16.5M
|
-148,669
|
-44%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.3M
|
+$17.1M
|
+153,777
|
+547%
|
|
|
18
|
Opus Capital Group
Cincinnati,
Ohio
|
$18.1M
|
+$1.92M
|
+17,321
|
+12%
|
|
|
19
|
Pinion Investment Advisors
Wichita,
Kansas
|
$16.7M
|
+$13.2M
|
+119,139
|
+391%
|
|
|
20
|
|
$16.2M
|
+$16.1M
|
+145,251
|
+30,451%
|
|
|
21
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$14.8M
|
+$1.63M
|
+14,655
|
+12%
|
|
|
22
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.5M
|
+$366K
|
+3,298
|
+3%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$14M
|
+$3.29M
|
+29,615
|
+31%
|
|
|
24
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.9M
|
-$1.7M
|
-15,289
|
-11%
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
$12.4M
|
+$5.79M
|
+52,150
|
+88%
|
|
