|
1
|
Propel Bio Management
Los Angeles,
California
|
$28M
|
+$33.7M
|
+1,372,360
|
+1,142%
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$20.8M
|
+$2.97M
|
+120,964
|
+17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$810K
|
-33,009
|
-4%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$16.1M
|
+$16.2M
|
+658,900
|
New
|
|
|
5
|
Richard P. Slaughter Associates
Austin,
Texas
|
$14M
|
+$13.8M
|
+564,426
|
+6,882%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$11.2M
|
+$8.11M
|
+330,774
|
+262%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$2.28M
|
+92,905
|
+26%
|
|
|
8
|
Astor Investment Management
Chicago,
Illinois
|
$10.2M
|
-$251K
|
-10,237
|
-2%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.38M
|
+$9.43M
|
+384,550
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.98M
|
+$5.29M
|
+215,503
|
+305%
|
|
|
11
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$5.18M
|
+$5.21M
|
+212,283
|
New
|
|
|
12
|
Peak Financial Advisors
Denver,
Colorado
|
$5.04M
|
-$6.14M
|
-250,341
|
-55%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
+$4.6M
|
+187,377
|
New
|
|
|
14
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.3M
|
+$4.32M
|
+176,136
|
New
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.94M
|
+$530K
|
+21,595
|
+15%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$3.59M
|
+$3.17M
|
+129,064
|
+720%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.08M
|
-$49.3K
|
-2,012
|
-2%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.08M
|
-$149K
|
-6,063
|
-5%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.08M
|
-$149K
|
-6,063
|
-5%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$2.98M
|
+$253K
|
+10,306
|
+9%
|
|
|
21
|
Simplify Asset Management
Las Vegas,
Nevada
|
$2.93M
|
-$3.51K
|
-143
|
-0.1%
|
|
|
22
|
|
$2.93M
|
-$347K
|
-14,159
|
-11%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.72M
|
-$3.74M
|
-152,314
|
-58%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$2.62M
|
+$41.3K
|
+1,685
|
+2%
|
|
|
25
|
Legacy Capital Group California
Los Gatos,
California
|
$2.19M
|
-$27.1K
|
-1,106
|
-1%
|
|
