|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$60.5M
|
-$12.4M
|
-341,550
|
-17%
|
|
|
2
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.3M
|
+$479K
|
+13,153
|
+1%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$35.4M
|
+$600K
|
+16,489
|
+2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$19.8M
|
+$19.4M
|
+533,070
|
New
|
|
|
5
|
NavPoint Financial
Prior Lake,
Minnesota
|
$13.3M
|
+$873K
|
+23,972
|
+7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$10.4M
|
-$613K
|
-16,839
|
-6%
|
|
|
7
|
Eclectic Associates
Fullerton,
California
|
$8.64M
|
+$1.82M
|
+49,865
|
+27%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.84M
|
+$2.54M
|
+69,739
|
+49%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.42M
|
-$910
|
-25
|
-0%
|
|
|
10
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.91M
|
-$302K
|
-8,304
|
-7%
|
|
|
11
|
Demming Financial Services
Aurora,
Ohio
|
$3.73M
|
+$3.66M
|
+100,615
|
New
|
|
|
12
|
Argent Trust Co
Nashville,
Tennessee
|
$3.72M
|
+$1.22M
|
+33,539
|
+50%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$2.63M
|
+$188K
|
+5,157
|
+8%
|
|
|
14
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.58M
|
+$2.53M
|
+69,518
|
New
|
|
|
15
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.04M
|
+$2M
|
+54,943
|
New
|
|
|
16
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.82M
|
+$253K
|
+6,938
|
+16%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.73M
|
+$206K
|
+5,656
|
+14%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$1.27M
|
+$755K
|
+20,749
|
+317%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$967K
|
+$402K
|
+11,047
|
+74%
|
|
|
20
|
Equitable Holdings
New York
|
$456K
|
+$447K
|
+12,284
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$386K
|
–
|
–
|
–
|
|
|
22
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$379K
|
+$136K
|
+3,735
|
+58%
|
|
|
23
|
Lakeside Advisors
Seattle,
Washington
|
$356K
|
–
|
–
|
–
|
|
|
24
|
Joel Isaacson & Co
New York
|
$290K
|
+$7.06K
|
+194
|
+3%
|
|
|
25
|
McDonald Partners
Cleveland,
Ohio
|
$241K
|
–
|
–
|
–
|
|
