|
1
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$31.6M
|
+$12.1M
|
+1,040,064
|
+77%
|
|
|
2
|
Howard Capital Management
Roswell,
Georgia
|
$29M
|
+$24.5M
|
+2,105,352
|
New
|
|
|
3
|
CPR Investments
Rochester,
Michigan
|
$11.9M
|
+$10.5M
|
+901,072
|
New
|
|
|
4
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$9.75M
|
+$8.59M
|
+738,592
|
New
|
|
|
5
|
EFG Asset Management
Portland,
Oregon
|
$5.28M
|
+$245M
|
+21,096,740
|
New
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.14M
|
+$3.65M
|
+313,928
|
New
|
|
|
7
|
|
$1.75M
|
+$1.54M
|
+132,324
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.71M
|
-$26.6K
|
-2,284
|
-2%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$988K
|
–
|
–
|
–
|
|
|
10
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$801K
|
+$706K
|
+60,720
|
New
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$735K
|
-$156K
|
-13,404
|
-19%
|
|
|
12
|
Sprott Inc
Toronto,
Ontario, Canada
|
$705K
|
–
|
–
|
–
|
|
|
13
|
IMC Chicago
Chicago,
Illinois
|
$694K
|
-$4.05K
|
-348
|
-0.7%
|
|
|
14
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$680K
|
–
|
–
|
–
|
|
|
15
|
Valeo Financial Advisors
Carmel,
Indiana
|
$654K
|
–
|
–
|
–
|
|
|
16
|
Beaton Management Company
Haverhill,
Massachusetts
|
$451K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$433K
|
+$15.7K
|
+1,348
|
+4%
|
|
|
18
|
|
$404K
|
-$63.3K
|
-5,440
|
-15%
|
|
|
19
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$328K
|
+$289K
|
+24,864
|
New
|
|
|
20
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$301K
|
+$265K
|
+22,764
|
New
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$251K
|
+$237K
|
+20,360
|
New
|
|
|
22
|
Investmark Advisory Group
Shelton,
Connecticut
|
$225K
|
+$199K
|
+17,088
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$186K
|
+$164K
|
+14,100
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
–
|
–
|
–
|
|
|
25
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$100K
|
+$88.4K
|
+7,604
|
New
|
|
