|
1
|
Hollencrest Capital Management
Newport Beach,
California
|
$38.5M
|
-$19M
|
-831,612
|
-34%
|
|
|
2
|
Maia Wealth
Denver,
Colorado
|
$3.03M
|
+$2.95M
|
+129,000
|
New
|
|
|
3
|
Farther Finance Advisors
San Francisco,
California
|
$2.45M
|
+$2.38M
|
+104,151
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.4M
|
+$22.8K
|
+998
|
+1%
|
|
|
5
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.77M
|
+$1.73M
|
+75,580
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
+$41.2K
|
+1,802
|
+3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
+$696K
|
+30,469
|
+110%
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$977K
|
-$151K
|
-6,618
|
-14%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$821K
|
+$238K
|
+10,414
|
+42%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$793K
|
+$65.4K
|
+2,862
|
+9%
|
|
|
12
|
Novem Group
Rochester,
New York
|
$574K
|
-$38.2K
|
-1,672
|
-6%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$537K
|
-$36.3K
|
-1,588
|
-6%
|
|
|
14
|
Clearstead Advisors
Cleveland,
Ohio
|
$526K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$488K
|
-$73.5K
|
-3,216
|
-13%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$434K
|
-$123K
|
-5,374
|
-23%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
18
|
Silver Oak Securities
Jackson,
Tennessee
|
$318K
|
–
|
–
|
–
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$309K
|
+$6.85K
|
+300
|
+2%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$303K
|
+$295K
|
+12,918
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$253K
|
+$247K
|
+10,792
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$223K
|
-$114K
|
-5,000
|
-34%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$57.3K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$50.5K
|
+$9.9K
|
+434
|
+25%
|
|
