|
1
|
Main Street Group
Glen Allen,
Virginia
|
$62.9M
|
-$588K
|
-8,611
|
-0.8%
|
|
|
2
|
Clearstead Trust
Portland,
Maine
|
$44.8M
|
+$157K
|
+2,302
|
+0.3%
|
|
|
3
|
Global View Capital Management
Waukesha,
Wisconsin
|
$39.7M
|
-$78.6M
|
-1,150,899
|
-64%
|
|
|
4
|
Focus Financial Network
Minneapolis,
Minnesota
|
$36.6M
|
+$9.15K
|
+134
|
+0%
|
|
|
5
|
Dedeker Financial
St. Louis Park,
Minnesota
|
$16.9M
|
+$1.66M
|
+24,350
|
+10%
|
|
|
6
|
Toth Financial Advisory
Leesburg,
Virginia
|
$15.3M
|
-$801K
|
-11,727
|
-4%
|
|
|
7
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$15.1M
|
+$579K
|
+8,484
|
+4%
|
|
|
8
|
Westwood Wealth Management
Los Angeles,
California
|
$13.2M
|
+$14.8M
|
+216,730
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
+$8.65M
|
+126,748
|
+191%
|
|
|
10
|
GenWealth Group
Maplewood,
New Jersey
|
$8.54M
|
+$332K
|
+4,857
|
+4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$8.35M
|
-$29.5M
|
-431,860
|
-76%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$8.01M
|
-$382K
|
-5,595
|
-4%
|
|
|
13
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$7.46M
|
+$6.35M
|
+92,975
|
+316%
|
|
|
14
|
Regions Financial Corp
Birmingham,
Alabama
|
$7.3M
|
-$1.87M
|
-27,345
|
-19%
|
|
|
15
|
HUB Investment Partners
Austin,
Texas
|
$6.7M
|
-$1.18M
|
-17,290
|
-14%
|
|
|
16
|
Connective Capital Management
Palo Alto,
California
|
$6.46M
|
–
|
–
|
–
|
|
|
17
|
Jump Financial
Chicago,
Illinois
|
$5.64M
|
+$55.2K
|
+809
|
+0.9%
|
|
|
18
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$5.25M
|
-$423K
|
-6,200
|
-7%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.23M
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$5.21M
|
-$3.19M
|
-46,778
|
-35%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.16M
|
-$141K
|
-2,067
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.03M
|
-$145K
|
-2,125
|
-3%
|
|
|
23
|
Q3 Asset Management
Birmingham,
Michigan
|
$4.4M
|
+$4.93M
|
+72,200
|
New
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$3.98M
|
-$3.68M
|
-53,952
|
-45%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.87M
|
+$6.83K
|
+100
|
+0.2%
|
|
