|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$70.7M
|
+$4.46M
|
+126,950
|
+7%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$38.4M
|
-$876K
|
-24,936
|
-2%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$33.6M
|
+$1.02M
|
+29,094
|
+3%
|
|
|
4
|
NavPoint Financial
Prior Lake,
Minnesota
|
$12M
|
+$31.8K
|
+906
|
+0.3%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
+$1.09M
|
+30,965
|
+12%
|
|
|
6
|
Eclectic Associates
Fullerton,
California
|
$6.56M
|
+$1.98M
|
+56,332
|
+44%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.2M
|
+$186K
|
+5,288
|
+3%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.07M
|
+$87.1K
|
+2,480
|
+2%
|
|
|
9
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$4.08M
|
+$52.2K
|
+1,487
|
+1%
|
|
|
10
|
Argent Trust Co
Nashville,
Tennessee
|
$2.39M
|
+$323K
|
+9,201
|
+16%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$2.36M
|
+$30.3K
|
+861
|
+1%
|
|
|
12
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.51M
|
+$355K
|
+10,118
|
+32%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$965K
|
+27,474
|
+205%
|
|
|
14
|
|
$1.03M
|
+$76.8K
|
+2,187
|
+8%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$539K
|
+$136K
|
+3,870
|
+35%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$373K
|
–
|
–
|
–
|
|
|
17
|
Lakeside Advisors
Seattle,
Washington
|
$344K
|
–
|
–
|
–
|
|
|
18
|
Joel Isaacson & Co
New York
|
$273K
|
+$25.7K
|
+731
|
+11%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$235K
|
+$230K
|
+6,549
|
New
|
|
|
20
|
McDonald Partners
Cleveland,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
21
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$232K
|
+$422
|
+12
|
+0.2%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$56.2K
|
+1,600
|
+111%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$100K
|
-$5.76K
|
-164
|
-6%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$71.7K
|
–
|
–
|
–
|
|
