|
1
|
EP Wealth Advisors
Torrance,
California
|
$24.9M
|
+$25.4M
|
+521,777
|
New
|
|
|
2
|
|
$21.8M
|
-$11.3M
|
-232,238
|
-34%
|
|
|
3
|
Nelson Capital Management
Menlo Park,
California
|
$20.2M
|
+$13.6M
|
+279,980
|
+197%
|
|
|
4
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$17.8M
|
+$505K
|
+10,363
|
+3%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$12M
|
+$11.9M
|
+245,282
|
+4,505%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$11.4M
|
-$1.98M
|
-40,707
|
-15%
|
|
|
7
|
Transform Wealth
Greenwood Village,
Colorado
|
$8.45M
|
+$8.61M
|
+176,793
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.67M
|
+$2.79M
|
+57,215
|
+93%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$5.29M
|
+$2.55M
|
+52,433
|
+90%
|
|
|
10
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$4.33M
|
+$245K
|
+5,029
|
+6%
|
|
|
11
|
Smart Portfolios LLC
Seattle,
Washington
|
$3.83M
|
-$203K
|
-4,174
|
-5%
|
|
|
12
|
|
$2.14M
|
-$767K
|
-15,758
|
-26%
|
|
|
13
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.81M
|
+$56.1K
|
+1,152
|
+3%
|
|
|
14
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.4M
|
+$1.43M
|
+29,286
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.3M
|
+$788K
|
+16,172
|
+147%
|
|
|
16
|
Collective Family Office
York,
Pennsylvania
|
$1.29M
|
+$334K
|
+6,851
|
+34%
|
|
|
17
|
Slow Capital
Greenbrae,
California
|
$1.02M
|
-$107K
|
-2,200
|
-9%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$947K
|
-$142K
|
-2,921
|
-13%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$919K
|
+$680K
|
+13,967
|
+266%
|
|
|
20
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$860K
|
-$247K
|
-5,062
|
-22%
|
|
|
21
|
Platform Technology Partners
New York
|
$770K
|
+$485K
|
+9,965
|
+162%
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$750K
|
-$6.25M
|
-128,310
|
-89%
|
|
|
23
|
BlackDiamond Wealth Management
New York
|
$708K
|
-$1.18M
|
-24,257
|
-62%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$355K
|
+$3.65K
|
+75
|
+1%
|
|
|
25
|
Sargent Investment Group
Bethesda,
Maryland
|
$294K
|
+$300K
|
+6,150
|
New
|
|
