|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$26.7M
|
-$25.1M
|
-1,013,408
|
-48%
|
|
|
2
|
Ascension Capital Advisors
Houston,
Texas
|
$14.6M
|
+$15.1M
|
+610,780
|
New
|
|
|
3
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$4.43M
|
+$3.54M
|
+142,880
|
+337%
|
|
|
4
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$3.85M
|
+$2.83M
|
+113,978
|
+242%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.73M
|
-$124K
|
-4,996
|
-4%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$1.66M
|
-$1.98K
|
-80
|
-0.1%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.24M
|
+$15.4K
|
+619
|
+1%
|
|
|
8
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$651K
|
+$59.4K
|
+2,394
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$599K
|
+$621K
|
+25,051
|
New
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$529K
|
+$549K
|
+22,130
|
New
|
|
|
11
|
Napa Wealth Management
Napa,
California
|
$453K
|
-$21.5K
|
-866
|
-4%
|
|
|
12
|
Independent Financial Group
San Diego,
California
|
$374K
|
+$179K
|
+7,204
|
+85%
|
|
|
13
|
Great Lakes Retirement
Sandusky,
Ohio
|
$353K
|
-$37.2K
|
-1,498
|
-9%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$338K
|
-$170K
|
-6,866
|
-33%
|
|
|
15
|
|
$239K
|
-$149K
|
-5,992
|
-37%
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$199K
|
-$523K
|
-21,098
|
-73%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$164K
|
+$170K
|
+6,846
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.8K
|
+$918
|
+37
|
+1%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
-$471
|
-19
|
-2%
|
|
|
20
|
Park Square Financial Group
Roswell,
Georgia
|
$5.66K
|
+$1.51K
|
+61
|
+35%
|
|
|
21
|
|
$1.86K
|
–
|
–
|
–
|
|
|
22
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.79K
|
+$1.86K
|
+75
|
New
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$973K
|
-38,102
|
Closed
|
|
|
24
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$15.6K
|
-611
|
Closed
|
|
|
25
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$14.6K
|
-573
|
Closed
|
|
