|
1
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$25.5M
|
+$25.6M
|
+936,520
|
New
|
|
|
2
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$22.1M
|
+$22.2M
|
+809,625
|
New
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.2M
|
-$283K
|
-10,336
|
-2%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.2M
|
-$283K
|
-10,336
|
-2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.14M
|
-$51.2K
|
-1,872
|
-0.6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$4.73M
|
+$586K
|
+21,407
|
+14%
|
|
|
7
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.21M
|
+$252K
|
+9,223
|
+8%
|
|
|
8
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$2.54M
|
+$2.56M
|
+93,417
|
New
|
|
|
9
|
Lokken Investment Group
Lewes,
Delaware
|
$2.17M
|
+$141K
|
+5,156
|
+7%
|
|
|
10
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.09M
|
-$237K
|
-8,650
|
-10%
|
|
|
11
|
Relative Value Partners Group
|
$2.09M
|
+$2.1M
|
+76,565
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.69M
|
+$826K
|
+30,197
|
+95%
|
|
|
13
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.63M
|
+$1.64M
|
+59,788
|
New
|
|
|
14
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.59M
|
+$1.6M
|
+58,402
|
New
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.13M
|
+$1.14M
|
+41,574
|
New
|
|
|
16
|
|
$573K
|
+$576K
|
+21,046
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$467K
|
+$469K
|
+17,142
|
New
|
|
|
18
|
Great Lakes Retirement
Sandusky,
Ohio
|
$336K
|
-$31.7K
|
-1,159
|
-9%
|
|
|
19
|
Elevated Capital Advisors
Sandy,
Utah
|
$238K
|
+$239K
|
+8,730
|
New
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$207K
|
+$208K
|
+7,592
|
New
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$114K
|
+$115K
|
+4,200
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.5K
|
+$26.9K
|
+983
|
+3,641%
|
|
|
23
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.25K
|
-$520
|
-19
|
-8%
|
|
|
24
|
Richard W. Paul & Associates
Novi,
Michigan
|
$743
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$723K
|
-26,638
|
Closed
|
|
