|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$40.4M
|
+$3.96M
|
+136,812
|
+11%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.8M
|
+$13.9M
|
+480,023
|
+81%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$16.1M
|
+$2.75M
|
+94,979
|
+21%
|
|
|
4
|
|
$11.5M
|
+$11.2M
|
+387,945
|
New
|
|
|
5
|
NavPoint Financial
Prior Lake,
Minnesota
|
$8.59M
|
+$109K
|
+3,746
|
+1%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$1.79M
|
+$308K
|
+10,622
|
+21%
|
|
|
7
|
|
$1.28M
|
+$1.25M
|
+43,178
|
New
|
|
|
8
|
Argent Trust Co
Nashville,
Tennessee
|
$749K
|
+$59K
|
+2,035
|
+9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$349K
|
–
|
–
|
–
|
|
|
10
|
Flow Traders U.S.
New York
|
$343K
|
+$336K
|
+11,592
|
New
|
|
|
11
|
Lakeside Advisors
Seattle,
Washington
|
$284K
|
+$5.8K
|
+200
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$236K
|
+$231K
|
+7,974
|
New
|
|
|
13
|
Joel Isaacson & Co
New York
|
$201K
|
+$197K
|
+6,796
|
New
|
|
|
14
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
–
|
-$2.58M
|
-89,342
|
Closed
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$107K
|
-3,700
|
Closed
|
|
