|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$189M
|
+$7.36M
|
+65,649
|
+4%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$67.9M
|
-$1.13M
|
-10,076
|
-2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.7M
|
-$1.72M
|
-15,376
|
-3%
|
|
|
4
|
Empowered Funds
Havertown,
Pennsylvania
|
$48.6M
|
+$20.4M
|
+182,157
|
+73%
|
|
|
5
|
True Wealth Design
Akron,
Ohio
|
$41.8M
|
-$22.6M
|
-201,344
|
-35%
|
|
|
6
|
ADAR1 Capital Management
Austin,
Texas
|
$38M
|
–
|
–
|
–
|
|
|
7
|
Insight Advisors
Newtown,
Pennsylvania
|
$36.9M
|
+$7.15M
|
+63,821
|
+24%
|
|
|
8
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$30.6M
|
-$6.12M
|
-54,600
|
-17%
|
|
|
9
|
Bravias Capital Group
Iselin,
New Jersey
|
$29.2M
|
-$1.8M
|
-16,023
|
-6%
|
|
|
10
|
Pennington Partners & Co
Bethesda,
Maryland
|
$27.3M
|
-$1.58M
|
-14,132
|
-6%
|
|
|
11
|
Client First Investment Management
West Bend,
Wisconsin
|
$26.8M
|
-$9.04M
|
-80,663
|
-25%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
-$7.46M
|
-66,535
|
-23%
|
|
|
13
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$25.3M
|
-$3.14M
|
-27,994
|
-11%
|
|
|
14
|
Whitcomb & Hess
Ashland,
Ohio
|
$24.1M
|
+$938K
|
+8,367
|
+4%
|
|
|
15
|
Titleist Asset Management
San Antonio,
Texas
|
$23.3M
|
+$23.2M
|
+206,620
|
New
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$21.9M
|
+$646K
|
+5,767
|
+3%
|
|
|
17
|
Opus Capital Group
Cincinnati,
Ohio
|
$20.6M
|
+$2.3M
|
+20,492
|
+13%
|
|
|
18
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$19.4M
|
+$4.38M
|
+39,117
|
+29%
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$18.1M
|
+$16.8M
|
+149,596
|
+1,369%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$15.6M
|
+$1.5M
|
+13,355
|
+11%
|
|
|
21
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$15.3M
|
+$556K
|
+4,957
|
+4%
|
|
|
22
|
Arete Wealth Advisors
Chicago,
Illinois
|
$11.9M
|
+$1.94M
|
+17,332
|
+20%
|
|
|
23
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.6M
|
-$2.51M
|
-22,426
|
-18%
|
|
|
24
|
Aspect Partners
Fairfax,
Virginia
|
$10.7M
|
+$5.45M
|
+48,660
|
+105%
|
|
|
25
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$10.5M
|
+$7.07M
|
+63,107
|
+213%
|
|
