|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$22.7M
|
+$22.7M
|
+961,494
|
New
|
|
|
2
|
Ovata Capital Management
Hong Kong
|
$18.1M
|
+$9.44M
|
+400,000
|
+100%
|
|
|
3
|
Financial Enhancement Group
Anderson,
Indiana
|
$17.3M
|
+$18M
|
+761,113
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
+$160K
|
+6,770
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.23M
|
+$212K
|
+8,997
|
+5%
|
|
|
6
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.06M
|
-$2.23M
|
-94,590
|
-41%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.74M
|
-$109K
|
-4,622
|
-4%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$1.96M
|
+$677K
|
+28,695
|
+50%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$934K
|
+$137K
|
+5,790
|
+16%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$347K
|
-$3.44K
|
-146
|
-0.9%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$335K
|
-$21.4K
|
-906
|
-6%
|
|
|
12
|
|
$228K
|
–
|
–
|
–
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$168K
|
+$174K
|
+7,393
|
New
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$166K
|
+$172K
|
+7,269
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$65K
|
+$60.6K
|
+2,569
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$19K
|
+$8.26K
|
+350
|
+76%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$8.28K
|
+351
|
New
|
|
|
18
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$229K
|
-9,935
|
Closed
|
|
|
19
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$211K
|
-9,160
|
Closed
|
|
