|
1
|
|
$59.5M
|
–
|
–
|
–
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.06M
|
-$412K
|
-12,746
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.91M
|
+$1.59M
|
+49,215
|
+50%
|
|
|
4
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.87M
|
+$1.23M
|
+38,003
|
+35%
|
|
|
5
|
Independent Financial Group
San Diego,
California
|
$3.14M
|
-$1.72M
|
-53,187
|
-31%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.24M
|
+$719K
|
+22,224
|
+36%
|
|
|
7
|
DWM Financial Group
Palatine,
Illinois
|
$2M
|
+$1.56M
|
+48,359
|
New
|
|
|
8
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.83M
|
-$9.21K
|
-285
|
-0.5%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$1.72M
|
+$1.88M
|
+58,070
|
+798%
|
|
|
10
|
Pasadena Private Wealth
Pasadena,
California
|
$1.65M
|
-$6.15M
|
-190,158
|
-75%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.64M
|
-$2.63M
|
-81,394
|
-57%
|
|
|
12
|
Arax Advisory Partners
Denver,
Colorado
|
$1.38M
|
+$1.68M
|
+51,913
|
+25,957%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$1.27M
|
+$348K
|
+10,766
|
+29%
|
|
|
14
|
Aries Wealth Management
Portland,
Maine
|
$1.22M
|
+$593K
|
+18,335
|
+66%
|
|
|
15
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$1.2M
|
–
|
–
|
–
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.1M
|
+$59.5K
|
+1,839
|
+5%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
18
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$963K
|
+$558K
|
+17,248
|
+90%
|
|
|
19
|
KMT Wealth Management
El Segundo,
California
|
$963K
|
+$1.18M
|
+36,504
|
New
|
|
|
20
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$913K
|
+$442K
|
+13,664
|
+65%
|
|
|
21
|
DeDora Capital
Napa,
California
|
$865K
|
+$230K
|
+7,111
|
+28%
|
|
|
22
|
Elyxium Wealth
San Mateo,
California
|
$704K
|
+$63.4K
|
+1,962
|
+8%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$575K
|
-$211K
|
-6,530
|
-23%
|
|
|
24
|
Professional Financial Advisors
North Platte,
Nebraska
|
$553K
|
+$677K
|
+20,944
|
New
|
|
|
25
|
Fortis Group Advisors
Westwood,
New Jersey
|
$495K
|
-$116K
|
-3,579
|
-16%
|
|
