|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$25.1M
|
+$1.75M
|
+44,509
|
+8%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12M
|
+$100K
|
+2,549
|
+0.9%
|
|
|
3
|
Sentinus LLC
Oak Brook,
Illinois
|
$10.1M
|
+$87.4K
|
+2,223
|
+0.9%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$8.55M
|
-$1.53K
|
-39
|
-0%
|
|
|
5
|
Indivisible Partners
Clearwater,
Florida
|
$8.12M
|
+$59.3K
|
+1,510
|
+0.8%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$7.65M
|
+$962K
|
+24,478
|
+15%
|
|
|
7
|
Berkeley Inc
Boise,
Idaho
|
$5.76M
|
-$133K
|
-3,396
|
-2%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$2.6M
|
+$91.4K
|
+2,325
|
+4%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.32M
|
-$457K
|
-11,619
|
-26%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.14M
|
+$132K
|
+3,347
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$722K
|
-$29.6K
|
-753
|
-4%
|
|
|
12
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$686K
|
–
|
–
|
–
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
$582K
|
-$25.1K
|
-639
|
-4%
|
|
|
14
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$482K
|
+$178K
|
+4,539
|
+61%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$477K
|
+$3.14K
|
+80
|
+0.7%
|
|
|
16
|
Global View Capital Management
Waukesha,
Wisconsin
|
$439K
|
-$115K
|
-2,929
|
-21%
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$407K
|
-$628K
|
-15,991
|
-62%
|
|
|
18
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$238K
|
+$1.34K
|
+34
|
+0.6%
|
|
|
19
|
Abacus Planning Group
Columbia,
South Carolina
|
$222K
|
+$216K
|
+5,504
|
New
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$212K
|
+$206K
|
+5,241
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$54.8K
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$41.6K
|
-$4.64K
|
-118
|
-10%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
$25.3K
|
–
|
–
|
–
|
|
|
24
|
Essential Partners
Rancho Santa Fe,
California
|
$14.5K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$12.4K
|
–
|
–
|
–
|
|
