|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$42.7M
|
+$2.22M
|
+57,394
|
+5%
|
|
|
2
|
Focus Financial Network
Minneapolis,
Minnesota
|
$21.6M
|
–
|
–
|
–
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
+$20.4M
|
+527,492
|
+9,104%
|
|
|
4
|
Howard Capital Management
Roswell,
Georgia
|
$16.9M
|
-$54.2M
|
-1,402,240
|
-75%
|
|
|
5
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.7M
|
-$1.1M
|
-28,544
|
-6%
|
|
|
6
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$11.9M
|
+$9.39M
|
+242,812
|
+291%
|
|
|
7
|
Jump Financial
Chicago,
Illinois
|
$11.1M
|
+$10.2M
|
+264,646
|
+654%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$10.2M
|
+$78.6K
|
+2,034
|
+0.7%
|
|
|
9
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$10.1M
|
+$651K
|
+16,844
|
+6%
|
|
|
10
|
First National Corp
Rockland,
Massachusetts
|
$6.46M
|
+$3.76M
|
+97,346
|
+121%
|
|
|
11
|
Institute for Wealth Management
Denver,
Colorado
|
$6.41M
|
-$97.6K
|
-2,524
|
-1%
|
|
|
12
|
GenWealth Group
Maplewood,
New Jersey
|
$4.46M
|
-$140K
|
-3,610
|
-3%
|
|
|
13
|
Renaissance Technologies
New York
|
$4.45M
|
+$1.76M
|
+45,400
|
+59%
|
|
|
14
|
Integrated Advisors Network
Dallas,
Texas
|
$3.69M
|
+$440K
|
+11,390
|
+13%
|
|
|
15
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.51M
|
+$1.69M
|
+43,588
|
+83%
|
|
|
16
|
Front Barnett Associates
Chicago,
Illinois
|
$3.49M
|
–
|
–
|
–
|
|
|
17
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$3.49M
|
–
|
–
|
–
|
|
|
18
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$3.41M
|
+$3.01M
|
+77,890
|
+492%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.26M
|
+$1.53M
|
+39,482
|
+79%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.15M
|
–
|
–
|
–
|
|
|
21
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2.99M
|
+$207K
|
+5,346
|
+7%
|
|
|
22
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$2.94M
|
-$93K
|
-2,406
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
+$2.91M
|
+75,196
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.69M
|
+$325K
|
+8,400
|
+13%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.61M
|
+$51K
|
+1,320
|
+2%
|
|
