|
1
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$37.4M
|
+$1.61M
|
+319,616
|
+5%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27M
|
+$23.6M
|
+4,676,496
|
+817%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.2M
|
+$10M
|
+1,982,208
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$491K
|
+97,272
|
+5%
|
|
|
5
|
Summit Asset Management
Memphis,
Tennessee
|
$9.21M
|
-$363K
|
-71,928
|
-4%
|
|
|
6
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.83M
|
+$68.2K
|
+13,528
|
+1%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$5.31M
|
+$938K
|
+185,992
|
+22%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.09M
|
+$3.04M
|
+601,800
|
New
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.97M
|
-$6.17K
|
-1,224
|
-0.2%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2M
|
+$7.55K
|
+1,496
|
+0.4%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.79M
|
-$25.7K
|
-5,096
|
-1%
|
|
|
12
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.74M
|
+$215K
|
+42,696
|
+14%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.61M
|
+$371K
|
+73,584
|
+31%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$1.43M
|
+$66.1K
|
+13,096
|
+5%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$988K
|
+$91.5K
|
+18,144
|
+10%
|
|
|
16
|
Timber Hill
Greenwich,
Connecticut
|
$929K
|
+$913K
|
+180,952
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$871K
|
+$855K
|
+169,536
|
New
|
|
|
18
|
|
$791K
|
+$493K
|
+97,704
|
+173%
|
|
|
19
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$609K
|
–
|
–
|
–
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$587K
|
+$220K
|
+43,608
|
+62%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$579K
|
+$262K
|
+51,896
|
+85%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$573K
|
+$173K
|
+34,344
|
+45%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$566K
|
+$8.11K
|
+1,608
|
+2%
|
|
|
24
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$556K
|
+$59.5K
|
+11,800
|
+12%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$458K
|
-$6.46K
|
-1,280
|
-1%
|
|
