|
1
|
Howard Capital Management
Roswell,
Georgia
|
$862M
|
-$23.5M
|
-374,532
|
-3%
|
|
|
2
|
Global View Capital Management
Waukesha,
Wisconsin
|
$114M
|
+$2.19M
|
+34,772
|
+2%
|
|
|
3
|
Main Street Group
Glen Allen,
Virginia
|
$75.1M
|
+$1.54M
|
+24,446
|
+2%
|
|
|
4
|
Clearstead Trust
Portland,
Maine
|
$49.6M
|
-$71.9K
|
-1,144
|
-0.2%
|
|
|
5
|
Focus Financial Network
Minneapolis,
Minnesota
|
$41.1M
|
+$51.2K
|
+814
|
+0.1%
|
|
|
6
|
Toth Financial Advisory
Leesburg,
Virginia
|
$21M
|
-$978K
|
-15,550
|
-5%
|
|
|
7
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$17.5M
|
+$855K
|
+13,604
|
+6%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.1M
|
+$15.7M
|
+249,238
|
New
|
|
|
9
|
Westwood Wealth Management
Los Angeles,
California
|
$15M
|
-$4.97M
|
-79,120
|
-27%
|
|
|
10
|
First National Corp
Rockland,
Massachusetts
|
$12.4M
|
+$1.31M
|
+20,774
|
+13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$8.18M
|
+130,124
|
+499%
|
|
|
12
|
Regions Financial Corp
Birmingham,
Alabama
|
$10.2M
|
–
|
–
|
–
|
|
|
13
|
GenWealth Group
Maplewood,
New Jersey
|
$9.32M
|
-$1.48M
|
-23,620
|
-15%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.6M
|
+$1.01M
|
+15,988
|
+15%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.47M
|
+$110K
|
+1,742
|
+1%
|
|
|
16
|
HUB Investment Partners
Austin,
Texas
|
$7.8M
|
-$16.8K
|
-268
|
-0.2%
|
|
|
17
|
RIA Advisory Group
Des Moines,
Iowa
|
$7.47M
|
-$342K
|
-5,436
|
-5%
|
|
|
18
|
Connective Capital Management
Palo Alto,
California
|
$7.27M
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$7.22M
|
-$8.17M
|
-129,984
|
-55%
|
|
|
20
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$6.46M
|
–
|
–
|
–
|
|
|
21
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$6.37M
|
-$26.5M
|
-421,138
|
-82%
|
|
|
22
|
Tempus Wealth Planning
Irvine,
California
|
$6.27M
|
-$826K
|
-13,132
|
-13%
|
|
|
23
|
Crowley Wealth Management
Wilmington,
Delaware
|
$6.16M
|
+$165K
|
+2,630
|
+3%
|
|
|
24
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.97M
|
-$182K
|
-2,892
|
-3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25M
|
-$721K
|
-11,462
|
-12%
|
|
