|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$21.6M
|
+$771K
|
+20,530
|
+4%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.1M
|
-$1.99M
|
-52,862
|
-15%
|
|
|
3
|
Sentinus LLC
Oak Brook,
Illinois
|
$9.24M
|
+$152K
|
+4,059
|
+2%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$7.93M
|
-$1.84K
|
-49
|
-0%
|
|
|
5
|
Indivisible Partners
Clearwater,
Florida
|
$7.47M
|
+$384K
|
+10,226
|
+5%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
$6.18M
|
+$393K
|
+10,466
|
+7%
|
|
|
7
|
Berkeley Inc
Boise,
Idaho
|
$5.47M
|
-$45.9K
|
-1,223
|
-0.8%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$2.32M
|
+$58.8K
|
+1,566
|
+3%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.66M
|
+$54.8K
|
+1,460
|
+3%
|
|
|
10
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$974K
|
-$894K
|
-23,811
|
-48%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$934K
|
-$147K
|
-3,901
|
-14%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$697K
|
-$87.7K
|
-2,336
|
-11%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$636K
|
–
|
–
|
–
|
|
|
14
|
Crumly & Associates
Springfield,
Illinois
|
$564K
|
-$44.8K
|
-1,192
|
-7%
|
|
|
15
|
Global View Capital Management
Waukesha,
Wisconsin
|
$517K
|
-$55K
|
-1,465
|
-10%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$440K
|
-$47.8K
|
-1,273
|
-10%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$390K
|
-$132K
|
-3,512
|
-25%
|
|
|
18
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$277K
|
-$8.83K
|
-235
|
-3%
|
|
|
19
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$220K
|
–
|
–
|
–
|
|
|
20
|
Opal Wealth Advisors
Jericho,
New York
|
$62.9K
|
+$63.1K
|
+1,680
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$50.8K
|
-$15K
|
-400
|
-23%
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$43K
|
-$28.3K
|
-754
|
-40%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
$23.5K
|
–
|
–
|
–
|
|
|
24
|
Essential Partners
Rancho Santa Fe,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$11.5K
|
+$11.6K
|
+308
|
New
|
|
