|
1
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$14M
|
+$1.48M
|
+56,885
|
+11%
|
|
|
2
|
|
$4.76M
|
+$5.1M
|
+195,877
|
New
|
|
|
3
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$2.87M
|
-$1.03M
|
-39,591
|
-25%
|
|
|
4
|
DMKC Advisory Services
Des Moines,
Iowa
|
$2.81M
|
-$92.5K
|
-3,554
|
-3%
|
|
|
5
|
Kelleher Financial Advisors
New York
|
$1.7M
|
+$1.67M
|
+64,037
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
+$1.49M
|
+57,224
|
+747%
|
|
|
7
|
Entrust Financial
Wayne,
Pennsylvania
|
$1.36M
|
+$1.44M
|
+55,336
|
+11,023%
|
|
|
8
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.31M
|
+$38.7K
|
+1,487
|
+3%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$624K
|
-$62.4K
|
-2,396
|
-9%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$549K
|
-$58.1K
|
-2,232
|
-9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$493K
|
-$638K
|
-24,494
|
-55%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$367K
|
+$52
|
+2
|
+0%
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$341K
|
-$2.94K
|
-113
|
-0.8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$335K
|
+$359K
|
+13,784
|
New
|
|
|
15
|
|
$299K
|
-$4.84K
|
-186
|
-1%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$239K
|
+$256K
|
+9,826
|
New
|
|
|
17
|
|
$218K
|
+$233K
|
+8,968
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$34.1K
|
+$36.5K
|
+1,401
|
New
|
|
|
19
|
Lodestone Wealth Management
Spokane,
Washington
|
$20.5K
|
–
|
–
|
–
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$4.86K
|
–
|
–
|
–
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.34K
|
–
|
–
|
–
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$10.4M
|
-384,506
|
Closed
|
|
|
23
|
Clearstead Trust
Portland,
Maine
|
–
|
-$431K
|
-15,913
|
Closed
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$311K
|
-11,400
|
Closed
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$226K
|
-8,349
|
Closed
|
|
