|
1
|
Bullseye Investment Management
Cincinnati,
Ohio
|
36,3 Mio. $
|
+5,46 Mio. $
|
+187.322
|
+18 %
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
31,2 Mio. $
|
+22,8 Mio. $
|
+783.494
|
+293 %
|
|
|
3
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
23,4 Mio. $
|
+23 Mio. $
|
+788.273
|
Neu
|
|
|
4
|
Measured Risk Portfolios
San Diego,
California
|
22,9 Mio. $
|
+21,1 Mio. $
|
+724.189
|
+1.623 %
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
20,9 Mio. $
|
+5,31 Mio. $
|
+182.108
|
+35 %
|
|
|
6
|
Independent Financial Group
San Diego,
California
|
18,2 Mio. $
|
+1,35 Mio. $
|
+46.227
|
+8 %
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
17,1 Mio. $
|
+6,17 Mio. $
|
+211.737
|
+57 %
|
|
|
8
|
Kingswood Wealth Advisors
San Diego,
California
|
6,87 Mio. $
|
-411.920 $
|
-14.133
|
-6 %
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
4,33 Mio. $
|
+3,7 Mio. $
|
+126.809
|
+674 %
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
3,89 Mio. $
|
+1,95 Mio. $
|
+66.848
|
+104 %
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
3,75 Mio. $
|
+66.773 $
|
+2.291
|
+2 %
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
3,18 Mio. $
|
-276.741 $
|
-9.495
|
-8 %
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
1,73 Mio. $
|
-28.476 $
|
-977
|
-2 %
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
1,71 Mio. $
|
+1,67 Mio. $
|
+57.459
|
Neu
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
1,48 Mio. $
|
+34.596 $
|
+1.187
|
+2 %
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
1,47 Mio. $
|
+121.014 $
|
+4.152
|
+9 %
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
1,4 Mio. $
|
+235.004 $
|
+8.063
|
+21 %
|
|
|
18
|
Clear Creek Financial Management
Silverdale,
Washington
|
1,27 Mio. $
|
-42.524 $
|
-1.459
|
-3 %
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
1,27 Mio. $
|
+1,24 Mio. $
|
+42.680
|
Neu
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
1,16 Mio. $
|
+1,14 Mio. $
|
+39.115
|
Neu
|
|
|
21
|
Trek Financial
Scottsdale,
Arizona
|
1,14 Mio. $
|
-222.384 $
|
-7.630
|
-17 %
|
|
|
22
|
PKS Advisory Services
Albany,
New York
|
1,13 Mio. $
|
+1,11 Mio. $
|
+38.026
|
Neu
|
|
|
23
|
MBL Wealth
Charlotte,
North Carolina
|
1,09 Mio. $
|
+1,07 Mio. $
|
+36.804
|
Neu
|
|
|
24
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
912.114 $
|
+66.715 $
|
+2.289
|
+8 %
|
|
|
25
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
632.773 $
|
-620.343 $
|
-21.284
|
-50 %
|
|
