|
1
|
Shufro Rose & Co
New York
|
$43.2M
|
+$43.2M
|
+839,350
|
New
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$22.6M
|
+$3.78M
|
+73,391
|
+20%
|
|
|
3
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$20.6M
|
+$956K
|
+18,553
|
+5%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.1M
|
+$2.92M
|
+56,723
|
+22%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14M
|
-$254K
|
-4,921
|
-2%
|
|
|
6
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.09M
|
+$106K
|
+2,049
|
+2%
|
|
|
7
|
Holcombe Financial
Atlanta,
Georgia
|
$6.84M
|
+$6.85M
|
+133,001
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.69M
|
-$8.54M
|
-165,857
|
-56%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$5.88M
|
+$594K
|
+11,525
|
+11%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.46M
|
+$312K
|
+6,053
|
+6%
|
|
|
11
|
Saxon Interests
Houston,
Texas
|
$4.76M
|
-$510K
|
-9,900
|
-10%
|
|
|
12
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4.09M
|
-$5.95M
|
-115,442
|
-59%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.94M
|
+$3.95M
|
+76,651
|
New
|
|
|
14
|
Centaurus Financial
Anaheim,
California
|
$2.18M
|
+$483K
|
+9,374
|
+28%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$2M
|
+$464
|
+9
|
+0%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.72M
|
+$1.14M
|
+22,163
|
+197%
|
|
|
17
|
Endurance Services Ltd
Purchase,
New York
|
$1.58M
|
–
|
–
|
–
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.58M
|
+$312K
|
+6,058
|
+25%
|
|
|
19
|
3EDGE Asset Management
Naples,
Florida
|
$1.52M
|
-$16K
|
-310
|
-1%
|
|
|
20
|
Independent Family Office
Albany,
New York
|
$1.38M
|
+$300K
|
+5,825
|
+28%
|
|
|
21
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.1M
|
+$284K
|
+5,516
|
+35%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$973K
|
+$974K
|
+18,907
|
New
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$928K
|
+$930K
|
+18,042
|
New
|
|
|
24
|
Brown Financial Advisors
Milford,
Ohio
|
$909K
|
-$205K
|
-3,976
|
-18%
|
|
|
25
|
Rareview Capital
Las Vegas,
Nevada
|
$859K
|
+$63.2K
|
+1,226
|
+8%
|
|
