|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.7M
|
+$1.94M
|
+62,678
|
+15%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.6M
|
+$631K
|
+20,350
|
+7%
|
|
|
3
|
Perritt Capital Management
Chicago,
Illinois
|
$7.43M
|
+$2.11M
|
+67,972
|
+42%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$6.5M
|
+$109K
|
+3,501
|
+2%
|
|
|
5
|
Berkeley Inc
Boise,
Idaho
|
$5.53M
|
-$278K
|
-8,969
|
-5%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$4.25M
|
+$205K
|
+6,611
|
+5%
|
|
|
7
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.14M
|
-$9.98K
|
-322
|
-0.5%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$1.95M
|
-$137K
|
-4,413
|
-7%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$1.89M
|
+$750K
|
+24,194
|
+72%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.2M
|
-$602K
|
-19,405
|
-35%
|
|
|
11
|
Crumly & Associates
Springfield,
Illinois
|
$1.04M
|
-$4.82M
|
-155,440
|
-83%
|
|
|
12
|
Oxbow Advisors
Austin,
Texas
|
$862K
|
+$71.8K
|
+2,317
|
+10%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$488K
|
+$31K
|
+1,000
|
+7%
|
|
|
14
|
Global View Capital Management
Waukesha,
Wisconsin
|
$467K
|
+$7.75K
|
+250
|
+2%
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$420K
|
+$4.71K
|
+152
|
+1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$392K
|
+$373K
|
+12,044
|
New
|
|
|
17
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$300K
|
+$39.2K
|
+1,264
|
+16%
|
|
|
18
|
Legacy Investment Solutions
Meridian,
Idaho
|
$300K
|
+$286K
|
+9,232
|
New
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$189K
|
-$603K
|
-19,450
|
-77%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$57.2K
|
–
|
–
|
–
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
$20.4K
|
–
|
–
|
–
|
|
|
22
|
Essential Partners
Rancho Santa Fe,
California
|
$11.5K
|
+$11K
|
+355
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.5K
|
+$1.55K
|
+50
|
+33%
|
|
|
24
|
AlphaCore Capital
La Jolla,
California
|
$3.9K
|
-$2.6K
|
-84
|
-41%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$65
|
-$180K
|
-5,793
|
-100%
|
|
