|
1
|
Prism Advisors
Studio City,
California
|
$37M
|
–
|
–
|
–
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$25.5M
|
-$73.9K
|
-1,450
|
-0.3%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$14.4M
|
–
|
–
|
–
|
|
|
4
|
Quantinno Capital Management
New York
|
$5.3M
|
+$3.6M
|
+70,557
|
+186%
|
|
|
5
|
Clearview Wealth Management
Irvine,
California
|
$3.52M
|
+$3.67M
|
+72,093
|
New
|
|
|
6
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$2.67M
|
+$144K
|
+2,835
|
+5%
|
|
|
7
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.66M
|
+$2.61M
|
+51,144
|
New
|
|
|
8
|
Nvest Wealth Strategies
Powell,
Ohio
|
$2.43M
|
-$71.3K
|
-1,400
|
-3%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.2M
|
-$1.13M
|
-22,211
|
-33%
|
|
|
10
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.04M
|
+$2.13M
|
+41,755
|
New
|
|
|
11
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.95M
|
–
|
–
|
–
|
|
|
12
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.94M
|
+$8.66K
|
+170
|
+0.4%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.92M
|
–
|
–
|
–
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.59M
|
–
|
–
|
–
|
|
|
16
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.43M
|
+$1.49M
|
+29,285
|
New
|
|
|
17
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$1.39M
|
–
|
–
|
–
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$1.06M
|
-$22K
|
-432
|
-2%
|
|
|
19
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.05M
|
–
|
–
|
–
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$921K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$912K
|
-$3.14M
|
-61,572
|
-77%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$895K
|
–
|
–
|
–
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$860K
|
–
|
–
|
–
|
|
|
24
|
Fiducient Advisors
Chicago,
Illinois
|
$751K
|
-$2.04M
|
-40,000
|
-72%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$737K
|
+$768K
|
+15,080
|
New
|
|
