|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$49.8M
|
+$3.75M
|
+121,097
|
+8%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$35M
|
+$1.24M
|
+40,003
|
+4%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$30.6M
|
+$13.1M
|
+423,113
|
+72%
|
|
|
4
|
NavPoint Financial
Prior Lake,
Minnesota
|
$9.07M
|
+$232K
|
+7,495
|
+3%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$4.52M
|
-$435K
|
-14,045
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.47M
|
+$4.57M
|
+147,530
|
New
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.69M
|
+$1.04M
|
+33,725
|
+38%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.84M
|
+$2.9M
|
+93,787
|
New
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$2.22M
|
+$176K
|
+5,679
|
+8%
|
|
|
10
|
Eclectic Associates
Fullerton,
California
|
$1.55M
|
+$912K
|
+29,473
|
+135%
|
|
|
11
|
Argent Trust Co
Nashville,
Tennessee
|
$921K
|
+$127K
|
+4,100
|
+16%
|
|
|
12
|
|
$411K
|
-$12M
|
-386,784
|
-97%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$373K
|
+$382K
|
+12,325
|
New
|
|
|
14
|
Mills Wealth Advisors
Southlake,
Texas
|
$364K
|
+$88K
|
+2,844
|
+31%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$357K
|
–
|
–
|
–
|
|
|
16
|
Lakeside Advisors
Seattle,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$279K
|
+$285K
|
+9,200
|
New
|
|
|
18
|
Joel Isaacson & Co
New York
|
$223K
|
-$7.43K
|
-240
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
+$7.27K
|
+235
|
+7%
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$60.6K
|
+$61.9K
|
+2,000
|
New
|
|
|
21
|
Iron Horse Wealth Management
Johston,
Iowa
|
$5.06K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$268K
|
-8,659
|
Closed
|
|
|
23
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$201K
|
-6,500
|
Closed
|
|
