|
1
|
Global View Capital Management
Waukesha,
Wisconsin
|
$50M
|
-$8.4M
|
-158,788
|
-12%
|
|
|
2
|
Main Street Group
Glen Allen,
Virginia
|
$45.3M
|
+$2.21M
|
+41,780
|
+4%
|
|
|
3
|
Clearstead Trust
Portland,
Maine
|
$31.6M
|
+$4.34K
|
+82
|
+0%
|
|
|
4
|
Focus Financial Network
Minneapolis,
Minnesota
|
$26.6M
|
–
|
–
|
–
|
|
|
5
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$18.2M
|
-$2.36M
|
-44,590
|
-10%
|
|
|
6
|
IMC Chicago
Chicago,
Illinois
|
$17.9M
|
+$21.3M
|
+402,346
|
New
|
|
|
7
|
Toth Financial Advisory
Leesburg,
Virginia
|
$17M
|
-$1.37M
|
-25,858
|
-6%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$16.3M
|
+$19.4M
|
+366,802
|
New
|
|
|
9
|
Westwood Wealth Management
Los Angeles,
California
|
$12.2M
|
+$466K
|
+8,800
|
+3%
|
|
|
10
|
Regions Financial Corp
Birmingham,
Alabama
|
$8.68M
|
–
|
–
|
–
|
|
|
11
|
Howard Capital Management
Roswell,
Georgia
|
$7.7M
|
-$775M
|
-14,647,154
|
-99%
|
|
|
12
|
First National Corp
Rockland,
Massachusetts
|
$6.42M
|
-$2.07M
|
-39,132
|
-21%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.33M
|
+$4.71M
|
+89,060
|
+167%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.14M
|
+$859K
|
+16,232
|
+13%
|
|
|
15
|
GenWealth Group
Maplewood,
New Jersey
|
$5.76M
|
+$331K
|
+6,258
|
+5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$5.15M
|
-$114K
|
-2,152
|
-2%
|
|
|
17
|
Connective Capital Management
Palo Alto,
California
|
$4.71M
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.38M
|
+$2.14M
|
+40,450
|
+70%
|
|
|
19
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$4.27M
|
–
|
–
|
–
|
|
|
20
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$4.19M
|
+$63.5K
|
+1,200
|
+1%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$4.02M
|
-$217K
|
-4,108
|
-4%
|
|
|
22
|
Crowley Wealth Management
Wilmington,
Delaware
|
$3.87M
|
–
|
–
|
–
|
|
|
23
|
Once Capital Management
New York
|
$3.82M
|
+$4.55M
|
+86,000
|
New
|
|
|
24
|
|
$3.79M
|
+$2.89M
|
+54,642
|
+179%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$3.22M
|
+60,912
|
+255%
|
|
