|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$70M
|
+$21.4M
|
+685,919
|
+42%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$33.4M
|
-$1.3M
|
-41,519
|
-4%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$33M
|
+$2.77M
|
+88,487
|
+9%
|
|
|
4
|
NavPoint Financial
Prior Lake,
Minnesota
|
$9.44M
|
+$461K
|
+14,738
|
+5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$5.38M
|
+$5.31M
|
+169,847
|
+1,846%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.7M
|
+$282K
|
+9,011
|
+6%
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$4.4M
|
+$764K
|
+24,438
|
+20%
|
|
|
8
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.82M
|
-$686K
|
-21,943
|
-15%
|
|
|
9
|
Eclectic Associates
Fullerton,
California
|
$2.35M
|
+$838K
|
+26,809
|
+52%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$2.13M
|
-$77.5K
|
-2,477
|
-3%
|
|
|
11
|
Argent Trust Co
Nashville,
Tennessee
|
$1.52M
|
+$627K
|
+20,048
|
+66%
|
|
|
12
|
|
$1.5M
|
+$1.56M
|
+50,000
|
New
|
|
|
13
|
Mills Wealth Advisors
Southlake,
Texas
|
$710K
|
+$363K
|
+11,623
|
+97%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$335K
|
-$36.7K
|
-1,173
|
-10%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$312K
|
-$43.8K
|
-1,400
|
-12%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$290K
|
+$302K
|
+9,653
|
New
|
|
|
17
|
Lakeside Advisors
Seattle,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
18
|
Joel Isaacson & Co
New York
|
$207K
|
-$15.2K
|
-487
|
-7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$111K
|
–
|
–
|
–
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$90.8K
|
+$94.5K
|
+3,023
|
New
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$60.1K
|
–
|
–
|
–
|
|
|
22
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$9K
|
+$9.32K
|
+298
|
New
|
|
|
23
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$4.96K
|
+$5.16K
|
+165
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.84M
|
-93,787
|
Closed
|
|
|
25
|
|
–
|
-$411K
|
-13,587
|
Closed
|
|
