|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$15M
|
+$14.8M
|
+293,486
|
New
|
|
|
2
|
Vise Technologies
New York
|
$14.3M
|
+$14.1M
|
+279,893
|
New
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$10.4M
|
+$10.3M
|
+203,684
|
New
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.21M
|
+$9.09M
|
+180,115
|
New
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.86M
|
+$8.74M
|
+173,163
|
New
|
|
|
6
|
Berger Financial Group
Plymouth,
Minnesota
|
$8.27M
|
+$8.16M
|
+161,649
|
New
|
|
|
7
|
Fiducient Advisors
Chicago,
Illinois
|
$3.96M
|
+$3.9M
|
+77,334
|
New
|
|
|
8
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.21M
|
+$3.17M
|
+62,800
|
New
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$2.32M
|
+$2.29M
|
+45,287
|
New
|
|
|
10
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$2.04M
|
+$2.02M
|
+39,973
|
New
|
|
|
11
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.02M
|
+$2M
|
+39,579
|
New
|
|
|
12
|
Well Done LLC
Holland,
Michigan
|
$2M
|
+$1.97M
|
+39,079
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.99M
|
+$1.96M
|
+38,886
|
New
|
|
|
14
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.75M
|
+$1.73M
|
+34,171
|
New
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.38M
|
+$1.36M
|
+26,964
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.37M
|
+$1.35M
|
+26,698
|
New
|
|
|
17
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.18M
|
+$1.16M
|
+23,027
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.16M
|
+$1.15M
|
+22,772
|
New
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$999K
|
+$986K
|
+19,531
|
New
|
|
|
20
|
Pacific Sage Partners
Edmonds,
Washington
|
$994K
|
+$982K
|
+19,443
|
New
|
|
|
21
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$961K
|
+$948K
|
+18,780
|
New
|
|
|
22
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$862K
|
+$851K
|
+16,846
|
New
|
|
|
23
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$781K
|
+$771K
|
+15,273
|
New
|
|
|
24
|
Thor Investment Management
Cincinnati,
Ohio
|
$566K
|
+$559K
|
+11,066
|
New
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$551K
|
+$530K
|
+10,500
|
New
|
|
