|
1
|
Clearstead Trust
Portland,
Maine
|
$21.7M
|
+$3.81M
|
+118,616
|
+19%
|
|
|
2
|
Focus Financial Network
Minneapolis,
Minnesota
|
$17.7M
|
+$2.18K
|
+68
|
+0%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.2M
|
+$18.6M
|
+578,998
|
New
|
|
|
4
|
Aveo Capital Partners
Englewood,
Colorado
|
$15.5M
|
-$345K
|
-10,758
|
-2%
|
|
|
5
|
Toth Financial Advisory
Leesburg,
Virginia
|
$13.7M
|
-$9.37K
|
-292
|
-0.1%
|
|
|
6
|
Tactive Advisors
Jacksonville,
Florida
|
$11.2M
|
+$210K
|
+6,546
|
+2%
|
|
|
7
|
Westwood Wealth Management
Los Angeles,
California
|
$7.33M
|
+$51.4K
|
+1,600
|
+0.7%
|
|
|
8
|
CPR Investments
Rochester,
Michigan
|
$7.18M
|
+$7.01M
|
+218,378
|
+925%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$5.39M
|
-$77.5K
|
-2,416
|
-1%
|
|
|
10
|
GenWealth Group
Maplewood,
New Jersey
|
$4.09M
|
-$708K
|
-22,050
|
-14%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$4.04M
|
+$3.2M
|
+99,734
|
+275%
|
|
|
12
|
|
$3.31M
|
+$3.58M
|
+111,476
|
New
|
|
|
13
|
Connective Capital Management
Palo Alto,
California
|
$3.14M
|
+$653K
|
+20,344
|
+24%
|
|
|
14
|
Revere Asset Management
Dallas,
Texas
|
$3.14M
|
+$3.4M
|
+105,864
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$3.06M
|
–
|
–
|
–
|
|
|
16
|
Flow Traders U.S.
New York
|
$3M
|
+$2.9M
|
+90,436
|
+856%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.93M
|
-$72.2K
|
-2,250
|
-2%
|
|
|
18
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.88M
|
+$3.11M
|
+97,024
|
New
|
|
|
19
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$2.85M
|
–
|
–
|
–
|
|
|
20
|
Front Barnett Associates
Chicago,
Illinois
|
$2.83M
|
–
|
–
|
–
|
|
|
21
|
Lattice Capital Management
Kirkland,
Washington
|
$2.73M
|
–
|
–
|
–
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.47M
|
-$2.04M
|
-63,488
|
-43%
|
|
|
23
|
Rollins Financial
Atlanta,
Georgia
|
$2.41M
|
-$2.14M
|
-66,566
|
-45%
|
|
|
24
|
First National Corp
Rockland,
Massachusetts
|
$2.31M
|
-$2.27M
|
-70,628
|
-48%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
+$1.34M
|
+41,854
|
+119%
|
|
