|
1
|
Peak Financial Advisors
Denver,
Colorado
|
$12.1M
|
+$4.98M
|
+198,974
|
+69%
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$5.36M
|
+$5.38M
|
+214,926
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$3.17M
|
-$181K
|
-7,247
|
-5%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.79M
|
+$2.53M
|
+101,101
|
+900%
|
|
|
5
|
Worth Asset Management
Dallas,
Texas
|
$1.86M
|
+$1.87M
|
+74,861
|
New
|
|
|
6
|
BlackDiamond Wealth Management
New York
|
$1.71M
|
+$1.72M
|
+68,785
|
New
|
|
|
7
|
|
$1.24M
|
+$1.25M
|
+50,016
|
New
|
|
|
8
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.2M
|
+$1.21M
|
+48,340
|
New
|
|
|
9
|
Continuum Advisory
Eagle,
Idaho
|
$970K
|
+$975K
|
+38,980
|
New
|
|
|
10
|
Ocean Park Asset Management
Santa Monica,
California
|
$776K
|
+$780K
|
+31,200
|
New
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$675K
|
+$679K
|
+27,150
|
New
|
|
|
12
|
Arax Advisory Partners
Denver,
Colorado
|
$562K
|
+$565K
|
+22,602
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$534K
|
+$445K
|
+17,800
|
+487%
|
|
|
14
|
Simplify Asset Management
Las Vegas,
Nevada
|
$410K
|
-$2.37M
|
-94,918
|
-85%
|
|
|
15
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$210K
|
+$211K
|
+8,451
|
New
|
|
|
16
|
Matrix Trust Company
Denver,
Colorado
|
$14K
|
+$13.6K
|
+544
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10.6K
|
+$10.7K
|
+427
|
New
|
|
|
18
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5K
|
+$5K
|
+200
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$25
|
+$25
|
+1
|
New
|
|
|
20
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$634K
|
-25,358
|
Closed
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$268K
|
-10,723
|
Closed
|
|
|
22
|
|
–
|
-$25
|
-1
|
Closed
|
|
