|
1
|
Herr Investment Group
Austin,
Texas
|
$13.2M
|
+$4.65M
|
+187,336
|
+56%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.97M
|
+$6.7M
|
+269,879
|
+219%
|
|
|
3
|
TMD Wealth Management
Scottsdale,
Arizona
|
$8.19M
|
+$8.01M
|
+322,628
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.86M
|
+$105K
|
+4,246
|
+1%
|
|
|
5
|
|
$6.28M
|
+$1.16M
|
+46,677
|
+23%
|
|
|
6
|
Simplify Asset Management
Las Vegas,
Nevada
|
$6.22M
|
+$1.52M
|
+61,337
|
+33%
|
|
|
7
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.1M
|
–
|
–
|
–
|
|
|
8
|
BlackDiamond Wealth Management
New York
|
$4.38M
|
+$4.25M
|
+171,210
|
New
|
|
|
9
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.44M
|
+$2.39M
|
+96,206
|
New
|
|
|
10
|
Trek Financial
Scottsdale,
Arizona
|
$957K
|
+$937K
|
+37,725
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$913K
|
+$894K
|
+35,987
|
New
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$810K
|
+$793K
|
+31,932
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$772K
|
+$756K
|
+30,450
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$641K
|
+$580K
|
+23,337
|
+1,201%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$580K
|
+$568K
|
+22,860
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$300K
|
+$298K
|
+12,006
|
New
|
|
|
17
|
Smith Anglin Financial
Dallas,
Texas
|
$293K
|
+$287K
|
+11,546
|
New
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$136K
|
+$133K
|
+5,372
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$14.3K
|
-$4.02K
|
-162
|
-22%
|
|
|
20
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$2.7M
|
-108,875
|
Closed
|
|
|
21
|
3D/L Capital Management
Hartford,
Connecticut
|
–
|
-$1.98M
|
-80,051
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$232K
|
-9,344
|
Closed
|
|
|
23
|
True Wealth Design
Akron,
Ohio
|
–
|
-$49.6K
|
-2,000
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$26.7K
|
-1,078
|
Closed
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$3.15K
|
-127
|
Closed
|
|
