|
1
|
Hollencrest Capital Management
Newport Beach,
California
|
$75.1M
|
+$73.3M
|
+2,052,858
|
New
|
|
|
2
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$10.9M
|
-$1.31M
|
-36,759
|
-11%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.56M
|
+$296K
|
+8,286
|
+6%
|
|
|
4
|
Farther Finance Advisors
San Francisco,
California
|
$5.34M
|
+$5.21M
|
+146,020
|
New
|
|
|
5
|
SMART Wealth
Omaha,
Nebraska
|
$5.11M
|
-$612K
|
-17,153
|
-11%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$4.88M
|
+$4.77M
|
+133,557
|
New
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$4.74M
|
+$4.63M
|
+129,739
|
New
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.85M
|
+$3.76M
|
+105,356
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.38M
|
+$1.92M
|
+53,899
|
+482%
|
|
|
10
|
Maia Wealth
Denver,
Colorado
|
$2.24M
|
-$36.1K
|
-1,011
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.66M
|
-$1.03M
|
-28,803
|
-39%
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.36M
|
–
|
–
|
–
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.24M
|
-$48.5K
|
-1,360
|
-4%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$706K
|
+$322K
|
+9,023
|
+88%
|
|
|
15
|
Investors Portfolio Services
Puyallup,
Washington
|
$435K
|
-$17.5M
|
-488,839
|
-98%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$413K
|
+$403K
|
+11,287
|
New
|
|
|
17
|
|
$341K
|
+$333K
|
+9,332
|
New
|
|
|
18
|
Cambridge Advisors
Omaha,
Nebraska
|
$319K
|
–
|
–
|
–
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$304K
|
+$21.4K
|
+600
|
+8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$302K
|
-$66.1K
|
-1,853
|
-18%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$302K
|
-$66.1K
|
-1,853
|
-18%
|
|
|
22
|
|
$279K
|
+$272K
|
+7,618
|
New
|
|
|
23
|
Snowden Capital Advisors
New York
|
$260K
|
+$10.7K
|
+300
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$249K
|
–
|
–
|
–
|
|
|
25
|
Optivise Advisory Services
Franklin,
Tennessee
|
$205K
|
+$200K
|
+5,616
|
New
|
|
