|
1
|
Prism Advisors
Studio City,
California
|
$42.3M
|
+$53
|
+1
|
+0%
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$29.1M
|
-$48.9K
|
-914
|
-0.2%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$16.5M
|
–
|
–
|
–
|
|
|
4
|
Quantinno Capital Management
New York
|
$6.06M
|
–
|
–
|
–
|
|
|
5
|
Clearview Wealth Management
Irvine,
California
|
$3.9M
|
-$119K
|
-2,228
|
-3%
|
|
|
6
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$3.04M
|
-$8.02K
|
-150
|
-0.3%
|
|
|
7
|
Nvest Wealth Strategies
Powell,
Ohio
|
$2.77M
|
–
|
–
|
–
|
|
|
8
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.66M
|
–
|
–
|
–
|
|
|
9
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.33M
|
–
|
–
|
–
|
|
|
10
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.23M
|
–
|
–
|
–
|
|
|
11
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$2.21M
|
–
|
–
|
–
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.2M
|
–
|
–
|
–
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$1.84M
|
+$1.76M
|
+32,912
|
New
|
|
|
14
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.81M
|
–
|
–
|
–
|
|
|
15
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.63M
|
–
|
–
|
–
|
|
|
16
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$1.59M
|
–
|
–
|
–
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.59M
|
-$886K
|
-16,574
|
-37%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$1.27M
|
+$1.21M
|
+22,725
|
New
|
|
|
19
|
WESCAP Management Group
Glendale,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
20
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.2M
|
–
|
–
|
–
|
|
|
21
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.15M
|
+$561K
|
+10,491
|
+104%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.15M
|
+$1.1M
|
+20,609
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.05M
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
