|
1
|
Advisor OS
Chicago,
Illinois
|
$17.5M
|
+$17.4M
|
+173,271
|
New
|
|
|
2
|
MJP Associates
Farmington,
Connecticut
|
$17M
|
+$17M
|
+169,162
|
New
|
|
|
3
|
Holistic Planning
Nacogdoches,
Texas
|
$11.9M
|
-$2.63M
|
-26,168
|
-18%
|
|
|
4
|
Calton & Associates
Tampa,
Florida
|
$8.69M
|
+$8.39M
|
+83,352
|
+2,806%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$8.39M
|
-$1.18M
|
-11,778
|
-12%
|
|
|
6
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.94M
|
+$7.93M
|
+78,843
|
New
|
|
|
7
|
Addison Capital
Conshohocken,
Pennsylvania
|
$6.64M
|
-$2.52M
|
-25,072
|
-28%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$5.25M
|
-$2.53M
|
-25,148
|
-33%
|
|
|
9
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.98M
|
-$17.6M
|
-175,109
|
-78%
|
|
|
10
|
Moulton Wealth Management
Spokane,
Washington
|
$4.61M
|
+$4.61M
|
+45,779
|
New
|
|
|
11
|
|
$4.42M
|
+$4.42M
|
+43,932
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.16M
|
+$3.16M
|
+31,388
|
New
|
|
|
13
|
Worth Asset Management
Dallas,
Texas
|
$2.78M
|
+$1.9M
|
+18,860
|
+216%
|
|
|
14
|
Wolfstich Capital
Medfield,
Massachusetts
|
$2.47M
|
+$217M
|
+2,156,080
|
+683%
|
|
|
15
|
|
$2.15M
|
-$8.02M
|
-79,755
|
-79%
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$1.86M
|
+$681K
|
+6,772
|
+58%
|
|
|
17
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.8M
|
+$92.7K
|
+921
|
+5%
|
|
|
18
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.65M
|
+$179K
|
+1,782
|
+12%
|
|
|
19
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$1.58M
|
+$1.58M
|
+15,714
|
New
|
|
|
20
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$1.34M
|
-$1.26M
|
-12,491
|
-48%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.28M
|
+$1.28M
|
+12,680
|
New
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$1.16M
|
+$581K
|
+5,772
|
+101%
|
|
|
23
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.12M
|
-$6.03M
|
-59,964
|
-84%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.02M
|
+$786K
|
+7,815
|
+338%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$978K
|
+$977K
|
+9,708
|
New
|
|
