|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$96.3M
|
+$5.85M
|
+120,222
|
+6%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$38.4M
|
+$38.4M
|
+788,808
|
New
|
|
|
3
|
|
$28.1M
|
-$1.21M
|
-24,801
|
-4%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$23.6M
|
+$2.87M
|
+58,995
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
+$22.7M
|
+465,540
|
New
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$12.3M
|
+$2.06M
|
+42,373
|
+20%
|
|
|
7
|
AMI Investment Management
Kendallville,
Indiana
|
$9.62M
|
+$867K
|
+17,798
|
+10%
|
|
|
8
|
Whitney & Co
Rochester,
New York
|
$6.87M
|
+$6.87M
|
+141,131
|
New
|
|
|
9
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$5.99M
|
+$5.99M
|
+123,080
|
New
|
|
|
10
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2.88M
|
+$544K
|
+11,171
|
+23%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.72M
|
+$311K
|
+6,395
|
+13%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$1.97M
|
+$87.6K
|
+1,798
|
+5%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.83M
|
+$1.83M
|
+37,516
|
New
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$1.55M
|
+$1.55M
|
+31,869
|
New
|
|
|
15
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$1.2M
|
+$62.1K
|
+1,275
|
+5%
|
|
|
16
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$925K
|
+$39.4K
|
+810
|
+4%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$876K
|
–
|
–
|
–
|
|
|
18
|
|
$451K
|
-$3.05M
|
-62,666
|
-87%
|
|
|
19
|
Triad Wealth Partners
Lawrence,
Kansas
|
$430K
|
+$430K
|
+8,833
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$422K
|
+$422K
|
+8,661
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$360K
|
-$4.05M
|
-83,203
|
-92%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$308K
|
-$876
|
-18
|
-0.3%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$294K
|
-$7.16K
|
-147
|
-2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$277K
|
+$277K
|
+5,688
|
New
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$277K
|
+$277K
|
+5,688
|
New
|
|
