|
1
|
|
$34.2M
|
-$5.27M
|
-105,637
|
-13%
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$18.1M
|
+$18.1M
|
+362,975
|
New
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$13.9M
|
+$1.05M
|
+20,954
|
+8%
|
|
|
4
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.16M
|
-$2.79M
|
-55,846
|
-28%
|
|
|
5
|
Nelson Capital Management
Menlo Park,
California
|
$7.08M
|
+$7.1M
|
+142,317
|
New
|
|
|
6
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$4.26M
|
+$1.43M
|
+28,658
|
+50%
|
|
|
7
|
Smart Portfolios LLC
Seattle,
Washington
|
$4.19M
|
+$346K
|
+6,932
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.06M
|
+$103K
|
+2,058
|
+3%
|
|
|
9
|
|
$3.01M
|
+$1.96M
|
+39,390
|
+186%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$2.89M
|
+$295K
|
+5,906
|
+11%
|
|
|
11
|
BlackDiamond Wealth Management
New York
|
$1.94M
|
+$1.95M
|
+39,058
|
New
|
|
|
12
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.82M
|
+$1.83M
|
+36,648
|
New
|
|
|
13
|
Slow Capital
Greenbrae,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
14
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.15M
|
+$86.5K
|
+1,735
|
+8%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$1.13M
|
+$1.13M
|
+22,736
|
New
|
|
|
16
|
Collective Family Office
York,
Pennsylvania
|
$1M
|
+$458K
|
+9,184
|
+84%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$546K
|
+$547K
|
+10,973
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$494K
|
+$495K
|
+9,932
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$444K
|
+$136K
|
+2,731
|
+44%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$436K
|
+$698
|
+14
|
+0.2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$366K
|
+$367K
|
+7,353
|
New
|
|
|
22
|
Platform Technology Partners
New York
|
$305K
|
+$306K
|
+6,142
|
New
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$304K
|
+$305K
|
+6,106
|
New
|
|
|
24
|
Indie Asset Partners
Carmel,
Indiana
|
$283K
|
–
|
–
|
–
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$271K
|
+$272K
|
+5,445
|
New
|
|
