|
1
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$14.8M
|
-$790K
|
-29,870
|
-5%
|
|
|
2
|
|
$2.99M
|
-$2.27M
|
-85,769
|
-44%
|
|
|
3
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.87M
|
-$1.29M
|
-48,864
|
-41%
|
|
|
4
|
Entrust Financial
Wayne,
Pennsylvania
|
$1.57M
|
+$51K
|
+1,927
|
+3%
|
|
|
5
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.39M
|
-$70.7K
|
-2,673
|
-5%
|
|
|
6
|
DMKC Advisory Services
Des Moines,
Iowa
|
$1.37M
|
-$1.72M
|
-65,003
|
-56%
|
|
|
7
|
|
$1.32M
|
+$1.29M
|
+48,728
|
New
|
|
|
8
|
Snowden Capital Advisors
New York
|
$557K
|
-$135K
|
-5,120
|
-20%
|
|
|
9
|
Kelleher Financial Advisors
New York
|
$485K
|
-$1.22M
|
-46,171
|
-72%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$432K
|
-$177K
|
-6,670
|
-30%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$365K
|
+$96K
|
+3,629
|
+37%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$352K
|
-$193K
|
-7,279
|
-36%
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$340K
|
-$39K
|
-1,473
|
-11%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$302K
|
-$105K
|
-3,967
|
-26%
|
|
|
15
|
|
$160K
|
+$157K
|
+5,950
|
New
|
|
|
16
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$123K
|
+$120K
|
+4,550
|
New
|
|
|
17
|
Lodestone Wealth Management
Spokane,
Washington
|
$22.9K
|
+$53
|
+2
|
+0.2%
|
|
|
18
|
MCF Advisors
Covington,
Kentucky
|
$5.42K
|
–
|
–
|
–
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.49K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.58M
|
-64,886
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$335K
|
-13,784
|
Closed
|
|
|
22
|
|
–
|
-$299K
|
-12,312
|
Closed
|
|
|
23
|
|
–
|
-$218K
|
-8,968
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34.1K
|
-1,401
|
Closed
|
|
