|
1
|
|
$70.3M
|
–
|
–
|
–
|
|
|
2
|
Pasadena Private Wealth
Pasadena,
California
|
$7.88M
|
+$8.03M
|
+226,466
|
+865%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.38M
|
-$160K
|
-4,518
|
-2%
|
|
|
4
|
Independent Financial Group
San Diego,
California
|
$5.37M
|
+$311K
|
+8,762
|
+5%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.48M
|
+$970K
|
+27,355
|
+24%
|
|
|
6
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.38M
|
+$40.8K
|
+1,149
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.09M
|
+$3.51M
|
+98,947
|
New
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.95M
|
+$2.22M
|
+62,496
|
New
|
|
|
9
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.84M
|
+$429K
|
+12,090
|
+26%
|
|
|
10
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.62M
|
+$1.85M
|
+52,069
|
New
|
|
|
11
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
12
|
Horizon Kinetics Asset Management
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.25M
|
+$195K
|
+5,500
|
+16%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$1.16M
|
+$937K
|
+26,415
|
+244%
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$890K
|
-$70.8K
|
-1,997
|
-7%
|
|
|
16
|
Aries Wealth Management
Portland,
Maine
|
$865K
|
+$466K
|
+13,147
|
+90%
|
|
|
17
|
DeDora Capital
Napa,
California
|
$801K
|
+$219K
|
+6,180
|
+32%
|
|
|
18
|
Elyxium Wealth
San Mateo,
California
|
$771K
|
+$624K
|
+17,590
|
+246%
|
|
|
19
|
Fortis Group Advisors
Westwood,
New Jersey
|
$768K
|
+$792K
|
+22,324
|
New
|
|
|
20
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$653K
|
+$743K
|
+20,940
|
New
|
|
|
21
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$601K
|
+$683K
|
+19,256
|
New
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$524K
|
+$596K
|
+16,810
|
New
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$469K
|
–
|
–
|
–
|
|
|
24
|
Formidable Asset Management
Cincinnati,
Ohio
|
$461K
|
-$662K
|
-18,657
|
-63%
|
|
|
25
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$426K
|
+$484K
|
+13,650
|
New
|
|
