|
1
|
Herr Investment Group
Austin,
Texas
|
$8.3M
|
+$8.39M
|
+334,756
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.58M
|
+$7.66M
|
+305,631
|
New
|
|
|
3
|
Hollencrest Capital Management
Newport Beach,
California
|
$4.99M
|
+$5.04M
|
+201,200
|
New
|
|
|
4
|
|
$4.98M
|
+$5.03M
|
+200,807
|
New
|
|
|
5
|
Simplify Asset Management
Las Vegas,
Nevada
|
$4.56M
|
+$4.6M
|
+183,831
|
New
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.05M
|
+$3.08M
|
+123,140
|
New
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.7M
|
+$2.73M
|
+108,875
|
New
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$1.98M
|
+$2.01M
|
+80,051
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$232K
|
+$234K
|
+9,344
|
New
|
|
|
10
|
True Wealth Design
Akron,
Ohio
|
$49.6K
|
+$50.1K
|
+2,000
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$48K
|
+$48.7K
|
+1,943
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.7K
|
+$27K
|
+1,078
|
New
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$18K
|
+$18.2K
|
+726
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$3.15K
|
+$3.18K
|
+127
|
New
|
|
