|
1
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$14M
|
+$14M
|
+517,847
|
New
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$10.4M
|
+$4.07M
|
+150,616
|
+64%
|
|
|
3
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$4.26M
|
+$3.75M
|
+138,704
|
+736%
|
|
|
4
|
DMKC Advisory Services
Des Moines,
Iowa
|
$3.23M
|
+$425K
|
+15,716
|
+15%
|
|
|
5
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.42M
|
+$80.9K
|
+2,994
|
+6%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
-$750K
|
-27,770
|
-38%
|
|
|
7
|
Snowden Capital Advisors
New York
|
$759K
|
+$13.2K
|
+490
|
+2%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$672K
|
-$6.92K
|
-256
|
-1%
|
|
|
9
|
Clearstead Trust
Portland,
Maine
|
$431K
|
+$153K
|
+5,669
|
+55%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$409K
|
-$94.5K
|
-3,497
|
-19%
|
|
|
11
|
Essex Financial Services
Essex,
Connecticut
|
$382K
|
+$382K
|
+14,122
|
New
|
|
|
12
|
|
$338K
|
+$338K
|
+12,498
|
New
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$311K
|
+$308K
|
+11,400
|
New
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$226K
|
-$43.2K
|
-1,600
|
-16%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$207K
|
-$268K
|
-9,929
|
-56%
|
|
|
16
|
Lodestone Wealth Management
Spokane,
Washington
|
$22.8K
|
+$22.8K
|
+843
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6K
|
–
|
–
|
–
|
|
|
18
|
Entrust Financial
Wayne,
Pennsylvania
|
$13.6K
|
+$13.6K
|
+502
|
New
|
|
|
19
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$5.41K
|
+$5.4K
|
+200
|
New
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.49K
|
–
|
–
|
–
|
|
|
22
|
Kelleher Financial Advisors
New York
|
–
|
-$2.05M
|
-75,043
|
Closed
|
|
|
23
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
–
|
-$350K
|
-12,824
|
Closed
|
|
|
24
|
United Advisor Group
Cincinnati,
Ohio
|
–
|
-$268K
|
-9,835
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.35K
|
-196
|
Closed
|
|
