|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.8M
|
+$32.7M
|
+599,610
|
New
|
|
|
2
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$21.4M
|
+$475K
|
+8,716
|
+2%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$135M
|
-2,470,827
|
-17%
|
|
|
4
|
Dedeker Financial
St. Louis Park,
Minnesota
|
$4.33M
|
+$1.34M
|
+24,572
|
+37%
|
|
|
5
|
Tower Research Capital (TRC)
New York
|
$4.21M
|
+$2.75M
|
+50,351
|
+135%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$2.8M
|
-$102K
|
-1,875
|
-3%
|
|
|
7
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.35M
|
-$84.8K
|
-1,555
|
-3%
|
|
|
8
|
HUB Investment Partners
Austin,
Texas
|
$1.21M
|
+$1.69K
|
+31
|
+0.1%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.19M
|
–
|
–
|
–
|
|
|
10
|
Quantinno Capital Management
New York
|
$1.04M
|
+$950K
|
+17,411
|
+414%
|
|
|
11
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
12
|
Distillate Capital Partners
Chicago,
Illinois
|
$999K
|
+$54.5M
|
+998,614
|
New
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$987K
|
+$1.42K
|
+26
|
+0.1%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$949K
|
+$1.08M
|
+19,788
|
New
|
|
|
15
|
Morse Asset Management
Darien,
Connecticut
|
$851K
|
+$3.27K
|
+60
|
+0.3%
|
|
|
16
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$701K
|
–
|
–
|
–
|
|
|
17
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$669K
|
-$231K
|
-4,240
|
-23%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$653K
|
-$429K
|
-7,872
|
-37%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$628K
|
-$2.46M
|
-45,106
|
-77%
|
|
|
20
|
|
$563K
|
+$256K
|
+4,687
|
+66%
|
|
|
21
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$493K
|
-$10.9K
|
-200
|
-2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$453K
|
+$515K
|
+9,439
|
New
|
|
|
23
|
XTX Topco
George Town,
Cayman Islands
|
$452K
|
+$514K
|
+9,429
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$444K
|
+$164K
|
+3,000
|
+52%
|
|
|
25
|
Valeo Financial Advisors
Carmel,
Indiana
|
$441K
|
–
|
–
|
–
|
|
