|
1
|
|
$7.46M
|
+$5.58M
|
+231,903
|
+255%
|
|
|
2
|
Security National Bank
Omaha,
Nebraska
|
$6.28M
|
+$6.54M
|
+271,666
|
New
|
|
|
3
|
Hightower 6M Holding
Wichita,
Kansas
|
$6.15M
|
-$192K
|
-7,965
|
-3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.28M
|
+$711K
|
+29,541
|
+43%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.7M
|
+$778K
|
+32,309
|
+79%
|
|
|
6
|
Rovin Capital
Mesa,
Arizona
|
$1.14M
|
+$2.94K
|
+122
|
+0.2%
|
|
|
7
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.11M
|
+$239K
|
+9,914
|
+26%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$646K
|
+$129K
|
+5,376
|
+25%
|
|
|
9
|
Flow Traders U.S.
New York
|
$576K
|
-$2.83M
|
-117,396
|
-82%
|
|
|
10
|
Summit Asset Management
Memphis,
Tennessee
|
$486K
|
–
|
–
|
–
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$480K
|
+$65K
|
+2,698
|
+15%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$365K
|
+$380K
|
+15,772
|
New
|
|
|
13
|
Destiny Wealth Partners
Tavares,
Florida
|
$347K
|
-$3.25M
|
-134,787
|
-90%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$28K
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$1.23M
|
-50,000
|
Closed
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$237K
|
-9,592
|
Closed
|
|
|
17
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$129K
|
-5,212
|
Closed
|
|
