|
1
|
Adams Wealth Management
Logan,
Utah
|
$8.49M
|
+$598K
|
+15,641
|
+8%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$8.49M
|
+$598K
|
+15,641
|
+8%
|
|
|
3
|
Brigade Capital Management
New York
|
$5.1M
|
–
|
–
|
–
|
|
|
4
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$4.84M
|
–
|
–
|
–
|
|
|
5
|
LifePro Asset Management
San Diego,
California
|
$3.53M
|
+$1.12M
|
+29,359
|
+49%
|
|
|
6
|
|
$2.39M
|
+$2.3M
|
+60,000
|
New
|
|
|
7
|
Atomi Financial Group
New York
|
$2.36M
|
+$2.27M
|
+59,290
|
New
|
|
|
8
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.34M
|
+$1.32M
|
+34,479
|
+142%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.41M
|
+$584K
|
+15,261
|
+75%
|
|
|
10
|
|
$665K
|
-$1.21M
|
-31,668
|
-65%
|
|
|
11
|
Strait & Sound Wealth Management
San Francisco,
California
|
$644K
|
+$48K
|
+1,255
|
+8%
|
|
|
12
|
FullCircle Wealth
Dallas,
Texas
|
$573K
|
+$554K
|
+14,468
|
New
|
|
|
13
|
Swan Global Investments
Durango,
Colorado
|
$466K
|
+$448K
|
+11,700
|
New
|
|
|
14
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$265K
|
+$255K
|
+6,661
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$67.8K
|
+$1.68K
|
+44
|
+3%
|
|
|
16
|
LGT Financial Advisors
Dallas,
Texas
|
$2.17K
|
+$2.07K
|
+54
|
New
|
|
|
17
|
Running Point Capital Advisors
El Segundo,
California
|
$1.03K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$199
|
–
|
–
|
–
|
|
|
19
|
|
$63
|
–
|
–
|
–
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$187K
|
-5,000
|
Closed
|
|
