|
1
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$42.5M
|
-$1.36M
|
-51,881
|
-3%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$3.68M
|
+$2.56M
|
+98,062
|
+211%
|
|
|
3
|
DMKC Advisory Services
Des Moines,
Iowa
|
$2.04M
|
+$160K
|
+6,122
|
+8%
|
|
|
4
|
Kelleher Financial Advisors
New York
|
$1.38M
|
+$1.42M
|
+54,354
|
New
|
|
|
5
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.3M
|
+$128K
|
+4,886
|
+11%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
+$282K
|
+10,784
|
+33%
|
|
|
7
|
Snowden Capital Advisors
New York
|
$614K
|
+$322K
|
+12,327
|
+105%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$496K
|
-$52.2K
|
-1,997
|
-9%
|
|
|
9
|
Clearstead Trust
Portland,
Maine
|
$468K
|
+$480K
|
+18,355
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$438K
|
+$449K
|
+17,192
|
New
|
|
|
11
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$297K
|
-$5.88K
|
-225
|
-2%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$262K
|
+$269K
|
+10,287
|
New
|
|
|
13
|
United Advisor Group
Cincinnati,
Ohio
|
$254K
|
+$261K
|
+9,985
|
New
|
|
|
14
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
+$418
|
+16
|
+0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5K
|
+$23.5K
|
+901
|
+901%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$12K
|
+$12.6K
|
+482
|
New
|
|
|
18
|
Accredited Wealth Management
Louisville,
Kentucky
|
$5.1K
|
+$5.22K
|
+200
|
New
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.4K
|
+$941
|
+36
|
+189%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$365K
|
-14,077
|
Closed
|
|
|
21
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$256K
|
-9,625
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.84K
|
-71
|
Closed
|
|
