|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$201M
|
+$9.63M
|
+85,067
|
+5%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$68.9M
|
+$265K
|
+2,342
|
+0.4%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$55.2M
|
+$971K
|
+8,575
|
+2%
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$52.3M
|
+$9.97M
|
+87,994
|
+24%
|
|
|
5
|
ADAR1 Capital Management
Austin,
Texas
|
$38.4M
|
–
|
–
|
–
|
|
|
6
|
Insight Advisors
Newtown,
Pennsylvania
|
$36.1M
|
-$1.21M
|
-10,664
|
-3%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$36.1M
|
+$13.8M
|
+122,276
|
+63%
|
|
|
8
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$34.7M
|
+$3.75M
|
+33,143
|
+12%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$29.2M
|
+$23.1M
|
+203,626
|
+383%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.5M
|
+$1.94M
|
+17,120
|
+8%
|
|
|
11
|
Pennington Partners & Co
Bethesda,
Maryland
|
$27.3M
|
-$302K
|
-2,669
|
-1%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27M
|
+$20M
|
+176,316
|
+292%
|
|
|
13
|
Bravias Capital Group
Iselin,
New Jersey
|
$26.7M
|
-$2.79M
|
-24,598
|
-10%
|
|
|
14
|
Whitcomb & Hess
Ashland,
Ohio
|
$26M
|
+$1.58M
|
+13,992
|
+7%
|
|
|
15
|
Empowered Funds
Havertown,
Pennsylvania
|
$24.5M
|
-$24.4M
|
-215,373
|
-50%
|
|
|
16
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$23.6M
|
-$1.93M
|
-17,016
|
-8%
|
|
|
17
|
Titleist Asset Management
San Antonio,
Texas
|
$23.5M
|
-$2.83K
|
-25
|
-0%
|
|
|
18
|
Opus Capital Group
Cincinnati,
Ohio
|
$22.7M
|
+$1.81M
|
+15,967
|
+9%
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$21M
|
+$14.2M
|
+125,400
|
+213%
|
|
|
20
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$20.3M
|
+$692K
|
+6,110
|
+4%
|
|
|
21
|
Client First Investment Management
West Bend,
Wisconsin
|
$18.7M
|
-$8.37M
|
-73,909
|
-31%
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$15.9M
|
+$14.3M
|
+125,947
|
+935%
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$15.7M
|
+$285K
|
+2,518
|
+2%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$15.5M
|
-$270K
|
-2,380
|
-2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$13.8M
|
+$6.34M
|
+55,963
|
+86%
|
|
