|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$19.7M
|
+$1.72M
|
+48,706
|
+10%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.4M
|
+$504K
|
+14,313
|
+4%
|
|
|
3
|
Sentinus LLC
Oak Brook,
Illinois
|
$8.62M
|
+$8.56M
|
+242,891
|
New
|
|
|
4
|
Rockefeller Capital Management
New York
|
$7.52M
|
+$55K
|
+1,560
|
+0.7%
|
|
|
5
|
Indivisible Partners
Clearwater,
Florida
|
$6.72M
|
+$6.68M
|
+189,497
|
New
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$5.48M
|
+$445K
|
+12,619
|
+9%
|
|
|
7
|
Berkeley Inc
Boise,
Idaho
|
$5.23M
|
-$364K
|
-10,335
|
-7%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$2.15M
|
-$374K
|
-10,611
|
-15%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.85M
|
-$195K
|
-5,547
|
-10%
|
|
|
10
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.52M
|
+$1.12M
|
+31,830
|
+287%
|
|
|
11
|
Oxbow Advisors
Austin,
Texas
|
$1.04M
|
+$120K
|
+3,407
|
+13%
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.02M
|
+$818K
|
+23,202
|
+410%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$744K
|
-$90.9K
|
-2,581
|
-11%
|
|
|
14
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$603K
|
+$70.5K
|
+2,000
|
+13%
|
|
|
15
|
Crumly & Associates
Springfield,
Illinois
|
$577K
|
-$608K
|
-17,263
|
-51%
|
|
|
16
|
Global View Capital Management
Waukesha,
Wisconsin
|
$542K
|
-$51.4K
|
-1,458
|
-9%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$494K
|
+$491K
|
+13,925
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$489K
|
+$43.9K
|
+1,245
|
+10%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$462K
|
+$459K
|
+13,019
|
New
|
|
|
20
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$271K
|
+$13.4K
|
+381
|
+5%
|
|
|
21
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$209K
|
+$881
|
+25
|
+0.4%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$146K
|
+$145K
|
+4,104
|
New
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$67.5K
|
+$62.6K
|
+1,776
|
+1,398%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$62.4K
|
–
|
–
|
–
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$42.7K
|
+$42.4K
|
+1,202
|
New
|
|
