|
1
|
3EDGE Asset Management
Naples,
Florida
|
$107M
|
+$99.1M
|
+3,471,037
|
New
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$17.4M
|
+$16.1M
|
+563,660
|
New
|
|
|
3
|
|
$5.14M
|
-$761K
|
-26,638
|
-14%
|
|
|
4
|
Portside Wealth Group
Provo,
Utah
|
$4.12M
|
+$3.82M
|
+133,911
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.92M
|
+$3.63M
|
+127,248
|
New
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.77M
|
+$2.57M
|
+90,041
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$2.66M
|
+$1.32M
|
+46,194
|
+115%
|
|
|
8
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.16M
|
+$2M
|
+70,201
|
New
|
|
|
9
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2M
|
+$1.85M
|
+64,808
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
-$336K
|
-11,764
|
-17%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.65M
|
+$1.53M
|
+53,714
|
New
|
|
|
12
|
DFPG Investments
Sandy,
Utah
|
$863K
|
+$807K
|
+28,258
|
New
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$756K
|
+$701K
|
+24,558
|
New
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$559K
|
+$519K
|
+18,163
|
New
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$510K
|
+$473K
|
+16,571
|
New
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$510K
|
+$473K
|
+16,571
|
New
|
|
|
17
|
FirstPurpose Wealth
Orem,
Utah
|
$369K
|
+$342K
|
+11,966
|
New
|
|
|
18
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$322K
|
+$299K
|
+10,462
|
New
|
|
|
19
|
Regimen Wealth
Atlanta,
Georgia
|
$265K
|
+$245K
|
+8,589
|
New
|
|
|
20
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$229K
|
-$28.3K
|
-990
|
-12%
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$217K
|
+$201K
|
+7,055
|
New
|
|
|
22
|
Matrix Trust Company
Denver,
Colorado
|
$107K
|
+$99.2K
|
+3,474
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$97K
|
-$3.65K
|
-128
|
-4%
|
|
|
24
|
|
$12.3K
|
+$11.4K
|
+398
|
New
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$401K
|
-15,000
|
Closed
|
|
