|
1
|
Shufro Rose & Co
New York
|
$43.7M
|
-$620K
|
-11,978
|
-1%
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$36.9M
|
+$15.3M
|
+296,489
|
+72%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.9M
|
+$2.18M
|
+42,156
|
+11%
|
|
|
4
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17.3M
|
+$9.96M
|
+192,606
|
+138%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$15.3M
|
-$117K
|
-2,252
|
-0.8%
|
|
|
6
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.8M
|
-$1.26M
|
-24,441
|
-10%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$10.9M
|
+$10.3M
|
+198,536
|
+1,913%
|
|
|
8
|
Whitney & Co
Rochester,
New York
|
$8.07M
|
+$294K
|
+5,687
|
+4%
|
|
|
9
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.87M
|
+$200K
|
+3,869
|
+3%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.71M
|
+$6.67M
|
+128,865
|
New
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$6.32M
|
+$215K
|
+4,160
|
+4%
|
|
|
12
|
Holcombe Financial
Atlanta,
Georgia
|
$5.75M
|
-$280K
|
-5,406
|
-5%
|
|
|
13
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.09M
|
+$94.4K
|
+1,825
|
+2%
|
|
|
14
|
Saxon Interests
Houston,
Texas
|
$4.85M
|
–
|
–
|
–
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.81M
|
+$1.43M
|
+27,699
|
+61%
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$3.26M
|
+$94.2K
|
+1,820
|
+3%
|
|
|
17
|
Hutchinson Capital Management
San Rafael,
California
|
$3.01M
|
+$2.79M
|
+53,908
|
+1,363%
|
|
|
18
|
Independent Family Office
Albany,
New York
|
$3M
|
+$1.04M
|
+20,150
|
+54%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.91M
|
-$154K
|
-2,974
|
-5%
|
|
|
20
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.89M
|
-$173K
|
-3,342
|
-6%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$2.74M
|
+$621K
|
+12,011
|
+30%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$2.61M
|
+$1.55M
|
+29,881
|
+147%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.11M
|
-$79K
|
-1,527
|
-4%
|
|
|
24
|
Stapp Wealth Management
Olympia,
Washington
|
$1.71M
|
-$345K
|
-6,662
|
-17%
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$1.69M
|
+$220K
|
+4,247
|
+15%
|
|
