|
1
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.6M
|
-$213K
|
-8,660
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.3M
|
-$466K
|
-18,939
|
-5%
|
|
|
3
|
Meridian Wealth Management
Lexington,
Kentucky
|
$9.24M
|
+$231K
|
+9,404
|
+3%
|
|
|
4
|
White Wing Wealth Management
The Wodlands,
Texas
|
$8.04M
|
+$198K
|
+8,070
|
+3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.73M
|
-$472K
|
-19,186
|
-6%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.39M
|
+$63K
|
+2,563
|
+0.9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.19M
|
-$741K
|
-30,124
|
-11%
|
|
|
8
|
SlateStone Wealth
Jupiter,
Florida
|
$5.78M
|
+$911K
|
+37,046
|
+19%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.1M
|
-$17.4K
|
-706
|
-0.3%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.79M
|
+$4.74M
|
+192,974
|
New
|
|
|
11
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.55M
|
+$105K
|
+4,271
|
+2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$4.13M
|
+$820K
|
+33,366
|
+25%
|
|
|
13
|
Van Strum & Towne
San Francisco,
California
|
$4.05M
|
+$886K
|
+36,040
|
+28%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.92M
|
+$13.3K
|
+539
|
+0.3%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$3.63M
|
-$1.2M
|
-48,940
|
-25%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$3.61M
|
+$22.3K
|
+905
|
+0.6%
|
|
|
17
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$3.45M
|
+$479K
|
+19,482
|
+16%
|
|
|
18
|
Essex LLC
Deer Park,
Illinois
|
$3.2M
|
+$93.6K
|
+3,808
|
+3%
|
|
|
19
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$3.11M
|
+$510K
|
+20,726
|
+20%
|
|
|
20
|
HM Payson & Co
Portland,
Maine
|
$2.69M
|
-$1.03M
|
-41,747
|
-28%
|
|
|
21
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.63M
|
-$11K
|
-448
|
-0.4%
|
|
|
22
|
White & Co Financial Planning
Sunnyside,
Washington
|
$2.59M
|
+$8.7K
|
+354
|
+0.3%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.46M
|
+$258K
|
+10,486
|
+12%
|
|
|
24
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$2.06M
|
-$33.1K
|
-1,347
|
-2%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.04M
|
+$125K
|
+5,100
|
+7%
|
|
