|
1
|
Shufro Rose & Co
New York
|
$75.9M
|
+$32.6M
|
+626,648
|
+75%
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$34.6M
|
+$257K
|
+4,942
|
+0.7%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$27.1M
|
+$10.6M
|
+203,133
|
+64%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.7M
|
+$718K
|
+13,806
|
+4%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.5M
|
+$5.56M
|
+106,771
|
+62%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$13.7M
|
+$1.25M
|
+23,944
|
+10%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.2M
|
-$1.42M
|
-27,236
|
-12%
|
|
|
8
|
Whitney & Co
Rochester,
New York
|
$9.06M
|
+$371K
|
+7,131
|
+4%
|
|
|
9
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$8.14M
|
+$69.1K
|
+1,327
|
+0.9%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$7.19M
|
+$806K
|
+15,482
|
+13%
|
|
|
11
|
Holcombe Financial
Atlanta,
Georgia
|
$5.94M
|
+$114K
|
+2,195
|
+2%
|
|
|
12
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.71M
|
+$405K
|
+7,786
|
+8%
|
|
|
13
|
Hutchinson Capital Management
San Rafael,
California
|
$5.62M
|
+$529K
|
+10,173
|
+10%
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$4.91M
|
+$2.83M
|
+54,353
|
+135%
|
|
|
15
|
Saxon Interests
Houston,
Texas
|
$4.85M
|
-$38.8K
|
-745
|
-0.8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.68M
|
+$362K
|
+6,948
|
+8%
|
|
|
17
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$4.51M
|
+$4.52M
|
+86,814
|
New
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$4.25M
|
+$4.26M
|
+81,925
|
New
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$3.75M
|
+$329K
|
+6,321
|
+10%
|
|
|
20
|
Independent Family Office
Albany,
New York
|
$3.74M
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.2M
|
+$3.2M
|
+61,577
|
New
|
|
|
22
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.7M
|
-$187K
|
-3,592
|
-6%
|
|
|
23
|
|
$2.44M
|
-$783K
|
-15,046
|
-24%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.24M
|
+$148K
|
+2,846
|
+7%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.22M
|
+$1.23M
|
+23,591
|
+123%
|
|
