|
1
|
Shufro Rose & Co
New York
|
$44.4M
|
+$826K
|
+15,995
|
+2%
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.4M
|
+$764K
|
+14,803
|
+4%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$20.7M
|
+$4.38M
|
+84,792
|
+27%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$15.3M
|
-$7.42M
|
-143,769
|
-33%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$13M
|
-$1.08M
|
-20,993
|
-8%
|
|
|
6
|
Whitney & Co
Rochester,
New York
|
$7.75M
|
+$7.72M
|
+149,500
|
New
|
|
|
7
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.65M
|
+$502K
|
+9,719
|
+7%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7.22M
|
+$1.71M
|
+33,093
|
+31%
|
|
|
9
|
|
$7.18M
|
+$7.15M
|
+138,413
|
New
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$6.08M
|
+$149K
|
+2,887
|
+3%
|
|
|
11
|
Holcombe Financial
Atlanta,
Georgia
|
$6.01M
|
-$880K
|
-17,040
|
-13%
|
|
|
12
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4.98M
|
+$4.33M
|
+83,787
|
+681%
|
|
|
13
|
Saxon Interests
Houston,
Texas
|
$4.85M
|
+$54.1K
|
+1,048
|
+1%
|
|
|
14
|
Centaurus Financial
Anaheim,
California
|
$3.16M
|
+$954K
|
+18,475
|
+44%
|
|
|
15
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.06M
|
-$1.06M
|
-20,571
|
-26%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.05M
|
-$3.67M
|
-71,147
|
-55%
|
|
|
17
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.37M
|
+$1.59M
|
+30,750
|
+207%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.18M
|
+$589K
|
+11,405
|
+37%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$2.1M
|
+$1.16M
|
+22,516
|
+125%
|
|
|
20
|
Stapp Wealth Management
Olympia,
Washington
|
$2.05M
|
+$2.04M
|
+39,557
|
New
|
|
|
21
|
Independent Family Office
Albany,
New York
|
$1.94M
|
+$554K
|
+10,725
|
+40%
|
|
|
22
|
Endurance Services Ltd
Purchase,
New York
|
$1.6M
|
–
|
–
|
–
|
|
|
23
|
Optima Capital
Beaverton,
Oregon
|
$1.53M
|
+$713K
|
+13,806
|
+88%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$1.47M
|
-$529K
|
-10,245
|
-27%
|
|
|
25
|
|
$1.11M
|
+$507K
|
+9,824
|
+85%
|
|
