|
1
|
SOL Capital Management
Rockville,
Maryland
|
$5.96M
|
+$2.05M
|
+80,173
|
+55%
|
|
|
2
|
DMKC Advisory Services
Des Moines,
Iowa
|
$2.43M
|
+$304K
|
+11,893
|
+15%
|
|
|
3
|
Kelleher Financial Advisors
New York
|
$1.7M
|
+$247K
|
+9,683
|
+18%
|
|
|
4
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.34M
|
-$16.3K
|
-637
|
-1%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$1.28M
|
+$116K
|
+4,544
|
+10%
|
|
|
6
|
Snowden Capital Advisors
New York
|
$786K
|
+$142K
|
+5,548
|
+23%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$656K
|
+$369K
|
+14,457
|
+141%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$496K
|
-$19.2K
|
-750
|
-4%
|
|
|
9
|
Clearstead Trust
Portland,
Maine
|
$487K
|
+$588
|
+23
|
+0.1%
|
|
|
10
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$480K
|
+$462K
|
+18,087
|
New
|
|
|
11
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$340K
|
+$97.7K
|
+3,824
|
+42%
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$280K
|
-$28.7K
|
-1,125
|
-10%
|
|
|
13
|
United Advisor Group
Cincinnati,
Ohio
|
$261K
|
-$3.83K
|
-150
|
-2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$32.7K
|
-$89.4K
|
-3,497
|
-74%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3K
|
-$12.8K
|
-499
|
-50%
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Accredited Wealth Management
Louisville,
Kentucky
|
$5.3K
|
–
|
–
|
–
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.46K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$438K
|
-17,192
|
Closed
|
|
