|
1
|
|
$93.2M
|
+$108M
|
+2,255,000
|
New
|
|
|
2
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$17.5M
|
-$66.5M
|
-1,387,135
|
-77%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.64M
|
-$192K
|
-3,996
|
-2%
|
|
|
4
|
Independent Financial Group
San Diego,
California
|
$6.75M
|
+$4.45M
|
+92,740
|
+131%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.8M
|
+$2.69M
|
+56,081
|
+93%
|
|
|
6
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.64M
|
+$5.38M
|
+112,313
|
New
|
|
|
7
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.43M
|
+$409K
|
+8,542
|
+9%
|
|
|
8
|
|
$2.61M
|
-$2.77M
|
-57,847
|
-48%
|
|
|
9
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.94M
|
-$864K
|
-18,018
|
-28%
|
|
|
10
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$1.88M
|
–
|
–
|
–
|
|
|
11
|
Horizon Kinetics Asset Management
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
12
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.67M
|
+$1.43M
|
+29,825
|
New
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.42M
|
+$1.44M
|
+30,118
|
+698%
|
|
|
14
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.25M
|
–
|
–
|
–
|
|
|
15
|
Pasadena Private Wealth
Pasadena,
California
|
$1.08M
|
-$418K
|
-8,728
|
-25%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$975K
|
+$611K
|
+12,740
|
+138%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$911K
|
–
|
–
|
–
|
|
|
18
|
DeDora Capital
Napa,
California
|
$806K
|
+$935K
|
+19,496
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$721K
|
+$598K
|
+12,468
|
+250%
|
|
|
20
|
Aries Wealth Management
Portland,
Maine
|
$603K
|
+$366K
|
+7,640
|
+110%
|
|
|
21
|
Prosperity Wealth Management
San Ramon,
California
|
$533K
|
+$618K
|
+12,900
|
New
|
|
|
22
|
Soltis Investment Advisors
St. George,
Utah
|
$460K
|
-$13.3K
|
-277
|
-2%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$448K
|
+$292K
|
+6,096
|
+129%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$442K
|
+$513K
|
+10,696
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$416K
|
-$16.4K
|
-343
|
-3%
|
|
