|
1
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$48.4M
|
+$6.53M
|
+215,695
|
+16%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$23.4M
|
+$115K
|
+3,804
|
+0.5%
|
|
|
3
|
Dimension Capital Management
Coral Gables,
Florida
|
$14.3M
|
-$1.28M
|
-42,348
|
-8%
|
|
|
4
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$13.6M
|
+$887K
|
+29,299
|
+7%
|
|
|
5
|
|
$13.5M
|
-$1.48M
|
-48,749
|
-10%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.2M
|
-$3.26M
|
-107,603
|
-20%
|
|
|
7
|
Certuity
North Palm Beach,
Florida
|
$7.66M
|
+$38.2K
|
+1,263
|
+0.5%
|
|
|
8
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$7.03M
|
-$4.12K
|
-136
|
-0.1%
|
|
|
9
|
Acima Private Wealth
Richmond,
Virginia
|
$5.96M
|
+$257K
|
+8,483
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$5.51M
|
+$503K
|
+16,606
|
+10%
|
|
|
11
|
Washington Trust Bank
Spokane,
Washington
|
$5.26M
|
-$2.33M
|
-76,886
|
-31%
|
|
|
12
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$5.26M
|
+$231K
|
+7,639
|
+5%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$4.76M
|
+$4.64M
|
+153,150
|
New
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$4.26M
|
+$184K
|
+6,072
|
+5%
|
|
|
15
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$3.5M
|
-$218K
|
-7,200
|
-6%
|
|
|
16
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.42M
|
-$181K
|
-5,963
|
-5%
|
|
|
17
|
Cultivar Capital
Denton,
Texas
|
$3.31M
|
+$114K
|
+3,768
|
+4%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.28M
|
+$117K
|
+3,870
|
+4%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$3.24M
|
+$45.6K
|
+1,507
|
+1%
|
|
|
20
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.13M
|
+$840K
|
+27,746
|
+38%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.87M
|
-$1.07M
|
-35,199
|
-28%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.86M
|
-$363K
|
-11,994
|
-12%
|
|
|
23
|
Bruce G. Allen Investments
Denver,
Colorado
|
$2.44M
|
+$121K
|
+3,998
|
+5%
|
|
|
24
|
Unique Wealth
Clearwater,
Florida
|
$2.43M
|
+$280K
|
+9,238
|
+13%
|
|
|
25
|
RiverGlades Family Offices
Naples,
Florida
|
$2.29M
|
+$60.6K
|
+2,000
|
+3%
|
|
