|
1
|
Clearstead Trust
Portland,
Maine
|
$19.7M
|
-$10.6M
|
-391,134
|
-39%
|
|
|
2
|
Focus Financial Network
Minneapolis,
Minnesota
|
$19.2M
|
–
|
–
|
–
|
|
|
3
|
Aveo Capital Partners
Englewood,
Colorado
|
$17.1M
|
+$238K
|
+8,812
|
+2%
|
|
|
4
|
Toth Financial Advisory
Leesburg,
Virginia
|
$14.9M
|
+$33.3K
|
+1,232
|
+0.3%
|
|
|
5
|
Tactive Advisors
Jacksonville,
Florida
|
$12M
|
+$7.32M
|
+270,556
|
+266%
|
|
|
6
|
Westwood Wealth Management
Los Angeles,
California
|
$7.9M
|
+$63.6K
|
+2,350
|
+1%
|
|
|
7
|
Jump Financial
Chicago,
Illinois
|
$7.29M
|
-$1.91M
|
-70,700
|
-24%
|
|
|
8
|
Howard Capital Management
Roswell,
Georgia
|
$5.92M
|
-$24.2M
|
-893,072
|
-83%
|
|
|
9
|
GenWealth Group
Maplewood,
New Jersey
|
$5.14M
|
-$5.46K
|
-202
|
-0.1%
|
|
|
10
|
First National Corp
Rockland,
Massachusetts
|
$4.78M
|
+$192K
|
+7,094
|
+5%
|
|
|
11
|
Rollins Financial
Atlanta,
Georgia
|
$4.76M
|
-$340K
|
-12,550
|
-8%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.72M
|
+$2.27M
|
+83,822
|
+133%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.32M
|
–
|
–
|
–
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.25M
|
-$211K
|
-7,800
|
-7%
|
|
|
15
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$3.09M
|
–
|
–
|
–
|
|
|
16
|
Front Barnett Associates
Chicago,
Illinois
|
$3.07M
|
–
|
–
|
–
|
|
|
17
|
Lattice Capital Management
Kirkland,
Washington
|
$2.96M
|
–
|
–
|
–
|
|
|
18
|
Connective Capital Management
Palo Alto,
California
|
$2.75M
|
+$2.32M
|
+85,574
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.73M
|
+$2.29M
|
+84,688
|
New
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.37M
|
+$292K
|
+10,794
|
+17%
|
|
|
21
|
DRW Securities
Chicago,
Illinois
|
$2.29M
|
-$10.1M
|
-373,810
|
-84%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
-$40.6K
|
-1,500
|
-2%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.17M
|
-$16.8K
|
-620
|
-0.9%
|
|
|
24
|
|
$2.14M
|
+$1.18M
|
+43,460
|
+189%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2M
|
-$657K
|
-24,300
|
-28%
|
|
