|
1
|
Potomac Fund Management
Miami,
Florida
|
USD 392 M
|
+USD 69.6 M
|
+1,385,900
|
+22%
|
|
|
2
|
Q3 Asset Management
Birmingham,
Michigan
|
USD 273 M
|
+USD 273 M
|
+5,434,650
|
Nuevas
|
|
|
3
|
Carrera Capital Advisors
Troy,
Michigan
|
USD 151 M
|
+USD 8.64 M
|
+171,976
|
+6%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 63 M
|
+USD 14.3 M
|
+284,400
|
+29%
|
|
|
5
|
Total Investment Management
Scottsdale,
Arizona
|
USD 55.4 M
|
-USD 34.1 M
|
-678,449
|
-38%
|
|
|
6
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
USD 48.8 M
|
-USD 24.7 M
|
-491,839
|
-34%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
USD 44.5 M
|
-USD 3.05 M
|
-60,707
|
-6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 35.3 M
|
+USD 3.66 M
|
+72,855
|
+12%
|
|
|
9
|
Pasadena Private Wealth
Pasadena,
California
|
USD 30.8 M
|
+USD 30.8 M
|
+612,547
|
Nuevas
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 27.3 M
|
+USD 14.8 M
|
+295,148
|
+119%
|
|
|
11
|
JDM Financial Group
Austin,
Texas
|
USD 25.1 M
|
-USD 1.69 M
|
-33,591
|
-6%
|
|
|
12
|
|
USD 21.1 M
|
-USD 814 k
|
-16,191
|
-4%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
USD 19 M
|
+USD 4.99 M
|
+99,400
|
+36%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
USD 18.9 M
|
+USD 12.3 M
|
+244,346
|
+186%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
USD 17.5 M
|
-USD 1.91 M
|
-38,090
|
-10%
|
|
|
16
|
Signal Advisors Wealth
Detroit,
Michigan
|
USD 15.5 M
|
+USD 4.59 M
|
+91,283
|
+42%
|
|
|
17
|
Evergreen Capital Management
Bellevue,
Washington
|
USD 15.2 M
|
-USD 1.91 M
|
-38,006
|
-11%
|
|
|
18
|
Diversify Wealth Management
Sandy,
Utah
|
USD 14.8 M
|
+USD 7.97 M
|
+158,704
|
+117%
|
|
|
19
|
Diversify Advisory Services
Sandy,
Utah
|
USD 14.8 M
|
+USD 14.8 M
|
+294,518
|
Nuevas
|
|
|
20
|
Cambient Family Office
Ada,
Michigan
|
USD 10.5 M
|
-USD 1.19 M
|
-23,742
|
-10%
|
|
|
21
|
Encompass More Asset Management
Danville,
California
|
USD 10.2 M
|
+USD 1.07 M
|
+21,214
|
+12%
|
|
|
22
|
eCIO Inc
Madison,
Wisconsin
|
USD 9.07 M
|
+USD 2.09 M
|
+41,599
|
+30%
|
|
|
23
|
Fairlight Advisors
San Francisco,
California
|
USD 9.06 M
|
+USD 9.05 M
|
+180,178
|
Nuevas
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
USD 8.76 M
|
+USD 35.2 k
|
+700
|
+0.4%
|
|
|
25
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
USD 8.39 M
|
+USD 248 k
|
+4,945
|
+3%
|
|
