|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.8M
|
+$799K
|
+22,009
|
+6%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.1M
|
+$395K
|
+10,866
|
+4%
|
|
|
3
|
Berkeley Inc
Boise,
Idaho
|
$6.67M
|
-$4.94M
|
-136,094
|
-42%
|
|
|
4
|
Crumly & Associates
Springfield,
Illinois
|
$6.35M
|
-$454K
|
-12,513
|
-6%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$6.32M
|
+$294K
|
+8,091
|
+5%
|
|
|
6
|
Perritt Capital Management
Chicago,
Illinois
|
$4.46M
|
+$135K
|
+3,708
|
+3%
|
|
|
7
|
Aspect Partners
Fairfax,
Virginia
|
$4.34M
|
+$178K
|
+4,907
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$311K
|
+8,573
|
+16%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$2.11M
|
+$161K
|
+4,438
|
+8%
|
|
|
10
|
Madison Investment Advisors
Madison,
Wisconsin
|
$2.11M
|
+$2.2M
|
+60,481
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.68M
|
+$367K
|
+10,098
|
+27%
|
|
|
12
|
Ausdal Financial Partners
Davenport,
Iowa
|
$978K
|
+$35.5K
|
+979
|
+4%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$977K
|
-$1.13K
|
-31
|
-0.1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$830K
|
+$197K
|
+5,418
|
+30%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$789K
|
-$29.2K
|
-804
|
-3%
|
|
|
16
|
Oxbow Advisors
Austin,
Texas
|
$786K
|
+$91.2K
|
+2,511
|
+13%
|
|
|
17
|
Global View Capital Management
Waukesha,
Wisconsin
|
$615K
|
+$640K
|
+17,633
|
New
|
|
|
18
|
Legacy Investment Solutions
Meridian,
Idaho
|
$565K
|
-$75.7K
|
-2,085
|
-11%
|
|
|
19
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$565K
|
-$75.7K
|
-2,085
|
-11%
|
|
|
20
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$493K
|
+$27.2K
|
+750
|
+6%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$383K
|
+$52.4K
|
+1,444
|
+15%
|
|
|
22
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
23
|
Abacus Planning Group
Columbia,
South Carolina
|
$271K
|
+$72.8K
|
+2,006
|
+35%
|
|
|
24
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$223K
|
+$1.09K
|
+30
|
+0.5%
|
|
|
25
|
Park National Corp
Newark,
Ohio
|
$222K
|
+$9.98K
|
+275
|
+5%
|
|
