|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$64.8M
|
-$17.7M
|
-357,571
|
-22%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$44M
|
+$43.4M
|
+873,528
|
New
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$40.9M
|
+$512K
|
+10,309
|
+1%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$25.3M
|
+$396K
|
+7,976
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
-$1.31M
|
-26,449
|
-6%
|
|
|
6
|
Park Avenue Securities
New York
|
$15.6M
|
+$15.3M
|
+308,725
|
New
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.8M
|
-$560K
|
-11,289
|
-4%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$14.7M
|
+$130K
|
+2,615
|
+0.9%
|
|
|
9
|
|
$13.4M
|
+$788K
|
+15,884
|
+6%
|
|
|
10
|
AMI Investment Management
Kendallville,
Indiana
|
$10.6M
|
+$69.3K
|
+1,396
|
+0.7%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.3M
|
+$8.93M
|
+179,837
|
+743%
|
|
|
12
|
Astoria Portfolio Advisors
New York
|
$8.48M
|
+$8.51M
|
+171,435
|
New
|
|
|
13
|
Whitney & Co
Rochester,
New York
|
$7.7M
|
+$266K
|
+5,368
|
+4%
|
|
|
14
|
Mattson Financial Services
Kentwood,
Michigan
|
$6.87M
|
-$28.3K
|
-571
|
-0.4%
|
|
|
15
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$6.05M
|
-$145K
|
-2,930
|
-2%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$5.51M
|
+$3.11M
|
+62,691
|
+134%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.16M
|
+$5.08M
|
+102,397
|
+121,901%
|
|
|
18
|
Brown Financial Advisors
Milford,
Ohio
|
$4.71M
|
-$2.59M
|
-52,179
|
-36%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.27M
|
+$341K
|
+6,873
|
+9%
|
|
|
20
|
|
$4.11M
|
+$4.05M
|
+81,616
|
New
|
|
|
21
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3.01M
|
-$121K
|
-2,447
|
-4%
|
|
|
22
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$2.88M
|
+$2.84M
|
+57,199
|
New
|
|
|
23
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$2.37M
|
+$2.33M
|
+47,046
|
New
|
|
|
24
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.38M
|
+$1.36M
|
+27,317
|
New
|
|
|
25
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.34M
|
+$256K
|
+5,166
|
+24%
|
|
