|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$62.7M
|
-$15.1M
|
-484,907
|
-21%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$37.3M
|
-$496K
|
-15,943
|
-1%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$30.9M
|
-$5.89M
|
-189,548
|
-17%
|
|
|
4
|
NavPoint Financial
Prior Lake,
Minnesota
|
$11.4M
|
+$638K
|
+20,511
|
+7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$9.06M
|
+$2.72M
|
+87,545
|
+49%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.7M
|
+$347K
|
+11,176
|
+7%
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$4.78M
|
-$231K
|
-7,447
|
-5%
|
|
|
8
|
Eclectic Associates
Fullerton,
California
|
$4.3M
|
+$1.51M
|
+48,457
|
+62%
|
|
|
9
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.82M
|
-$463K
|
-14,909
|
-12%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$2.21M
|
-$186K
|
-5,987
|
-8%
|
|
|
11
|
Argent Trust Co
Nashville,
Tennessee
|
$1.95M
|
+$218K
|
+7,028
|
+14%
|
|
|
12
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.09M
|
+$259K
|
+8,329
|
+35%
|
|
|
13
|
|
$901K
|
-$730K
|
-23,491
|
-47%
|
|
|
14
|
Flow Traders U.S.
New York
|
$523K
|
+$478K
|
+15,388
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$455K
|
+$416K
|
+13,390
|
New
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$379K
|
+$93
|
+3
|
+0%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$354K
|
–
|
–
|
–
|
|
|
18
|
Lakeside Advisors
Seattle,
Washington
|
$326K
|
–
|
–
|
–
|
|
|
19
|
Joel Isaacson & Co
New York
|
$235K
|
+$280
|
+9
|
+0.1%
|
|
|
20
|
McDonald Partners
Cleveland,
Ohio
|
$221K
|
+$202K
|
+6,500
|
New
|
|
|
21
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$219K
|
+$201K
|
+6,455
|
New
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$211K
|
-$107K
|
-3,438
|
-36%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$100K
|
-$2.11K
|
-68
|
-2%
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$68K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.8K
|
-$69.9K
|
-2,250
|
-61%
|
|
