|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$18.2M
|
+$887K
|
+25,281
|
+5%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12M
|
+$263K
|
+7,490
|
+2%
|
|
|
3
|
Perritt Capital Management
Chicago,
Illinois
|
$8.63M
|
+$426K
|
+12,136
|
+5%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$7.55M
|
+$368K
|
+10,472
|
+5%
|
|
|
5
|
Berkeley Inc
Boise,
Idaho
|
$5.66M
|
-$432K
|
-12,321
|
-7%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$5.09M
|
+$395K
|
+11,251
|
+9%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$2.55M
|
+$387K
|
+11,015
|
+18%
|
|
|
8
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.94M
|
-$238K
|
-6,789
|
-11%
|
|
|
9
|
Crumly & Associates
Springfield,
Illinois
|
$1.2M
|
+$49.6K
|
+1,414
|
+4%
|
|
|
10
|
Oxbow Advisors
Austin,
Texas
|
$930K
|
-$20.5K
|
-584
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$845K
|
-$464K
|
-13,222
|
-36%
|
|
|
12
|
Global View Capital Management
Waukesha,
Wisconsin
|
$600K
|
+$83.5K
|
+2,379
|
+17%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$538K
|
–
|
–
|
–
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$466K
|
+$1.86K
|
+53
|
+0.4%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$450K
|
+$17.4K
|
+496
|
+4%
|
|
|
16
|
One Plus One Wealth Management
Jupiter,
Florida
|
$399K
|
+$390K
|
+11,107
|
New
|
|
|
17
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$260K
|
-$69.3K
|
-1,974
|
-21%
|
|
|
18
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$210K
|
+$205K
|
+5,831
|
New
|
|
|
19
|
Tidal Investments
Milwaukee,
Wisconsin
|
$203K
|
+$199K
|
+5,658
|
New
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$172K
|
-$36K
|
-1,025
|
-18%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$63.1K
|
–
|
–
|
–
|
|
|
22
|
Orion Capital Management
Coronado,
California
|
$22.5K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$18K
|
+$17.7K
|
+503
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$14.7K
|
+$14.4K
|
+409
|
+20,450%
|
|
|
25
|
Essential Partners
Rancho Santa Fe,
California
|
$12.7K
|
–
|
–
|
–
|
|
