|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$30.3M
|
-$12.4M
|
-467,402
|
-29%
|
|
|
2
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$15.4M
|
+$15.4M
|
+582,491
|
New
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.5M
|
+$372K
|
+14,057
|
+3%
|
|
|
4
|
Dahring Cusmano
Novi,
Michigan
|
$8.54M
|
+$1.18M
|
+44,411
|
+16%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.51M
|
+$3.81M
|
+144,050
|
+141%
|
|
|
6
|
Strategic Financial Planning
Plano,
Texas
|
$6.28M
|
+$234K
|
+8,828
|
+4%
|
|
|
7
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$6.06M
|
+$691K
|
+26,108
|
+13%
|
|
|
8
|
L2 Asset Management
Wayland,
Massachusetts
|
$6.06M
|
+$186K
|
+7,030
|
+3%
|
|
|
9
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$5.85M
|
+$5.86M
|
+221,503
|
New
|
|
|
10
|
Principia Wealth Advisory
Dallas,
Texas
|
$4.38M
|
+$1.26M
|
+47,515
|
+40%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$3.84M
|
+$3.85M
|
+145,343
|
New
|
|
|
12
|
Summit Financial
Parsippany,
New Jersey
|
$3.45M
|
+$3.46M
|
+130,589
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.27M
|
+$56.1K
|
+2,119
|
+2%
|
|
|
14
|
Oasis Advisors
Forest City,
Iowa
|
$3.05M
|
+$3.05M
|
+115,338
|
New
|
|
|
15
|
MFG Wealth Management
Indianapolis,
Indiana
|
$2.37M
|
-$3.18K
|
-120
|
-0.1%
|
|
|
16
|
JT Stratford LLC
Gainesville,
Georgia
|
$2.31M
|
+$477K
|
+18,018
|
+26%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$2M
|
+$1.17M
|
+44,353
|
+141%
|
|
|
18
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.99M
|
+$94.6K
|
+3,576
|
+5%
|
|
|
19
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.68M
|
+$1.69M
|
+63,726
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
+$98.1K
|
+3,707
|
+6%
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$1.59M
|
+$176K
|
+6,642
|
+12%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.52M
|
+$1.53M
|
+57,619
|
New
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$1.3M
|
+$1.3M
|
+49,092
|
New
|
|
|
24
|
FF Advisors
Manhattan Beach,
California
|
$1.16M
|
+$1.16M
|
+43,754
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.01M
|
+$64.2K
|
+2,424
|
+7%
|
|
