|
1
|
Ovata Capital Management
Hong Kong
|
$113M
|
+$133M
|
+4,000,000
|
New
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$31.5M
|
+$1.68M
|
+50,648
|
+6%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14.5M
|
+$173K
|
+5,207
|
+1%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.32M
|
+$342K
|
+10,327
|
+12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.75M
|
+$1.54M
|
+46,339
|
+139%
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$2.63M
|
-$120K
|
-3,610
|
-5%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
+$1.76M
|
+53,229
|
+242%
|
|
|
8
|
Fagan Associates
Troy,
New York
|
$2.45M
|
+$82.8K
|
+2,499
|
+4%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.83M
|
+$81.6K
|
+2,462
|
+5%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
-$156K
|
-4,717
|
-11%
|
|
|
11
|
Wolverine Trading
Chicago,
Illinois
|
$899K
|
+$860K
|
+25,929
|
New
|
|
|
12
|
Ferguson Shapiro
Decatur,
Georgia
|
$454K
|
+$436K
|
+13,158
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$287K
|
-$36.5K
|
-1,100
|
-12%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$242K
|
+$233K
|
+7,021
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31K
|
+$12.1K
|
+365
|
+69%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$20.9K
|
+632
|
New
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
18
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$12K
|
+$66
|
+2
|
+0.6%
|
|
|
19
|
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$4.97K
|
+150
|
New
|
|
|
21
|
Leelyn Smith
Geneva,
Illinois
|
$3K
|
+$33
|
+1
|
+1%
|
|
|
22
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$3K
|
+$3.35K
|
+101
|
New
|
|
|
23
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$810K
|
-26,435
|
Closed
|
|
