|
1
|
Adams Wealth Management
Logan,
Utah
|
$9.91M
|
+$1.57M
|
+39,793
|
+19%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$9.91M
|
+$1.57M
|
+39,793
|
+19%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$4.76M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.42M
|
+$4.46M
|
+112,985
|
New
|
|
|
5
|
Atomi Financial Group
New York
|
$3.11M
|
+$791K
|
+20,047
|
+34%
|
|
|
6
|
FullCircle Wealth
Dallas,
Texas
|
$1.7M
|
+$1.13M
|
+28,720
|
+199%
|
|
|
7
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.7M
|
+$1.07M
|
+27,166
|
+168%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$1.53M
|
+38,704
|
New
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.42M
|
+$32.6K
|
+826
|
+2%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.17M
|
+$1.18M
|
+30,000
|
New
|
|
|
11
|
Partners Wealth Management
Carmel By The Sea,
California
|
$955K
|
+$963K
|
+24,389
|
New
|
|
|
12
|
Swan Global Investments
Durango,
Colorado
|
$559K
|
+$102K
|
+2,572
|
+22%
|
|
|
13
|
|
$372K
|
+$375K
|
+9,497
|
New
|
|
|
14
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$268K
|
+$7.38K
|
+187
|
+3%
|
|
|
15
|
Flow Traders U.S.
New York
|
$216K
|
+$218K
|
+5,517
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$75.6K
|
+$9.08K
|
+230
|
+14%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$72.6K
|
+$73.1K
|
+1,853
|
New
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$51.7K
|
+$52.1K
|
+1,320
|
New
|
|
|
19
|
LGT Financial Advisors
Dallas,
Texas
|
$3.16K
|
+$1.07K
|
+27
|
+50%
|
|
|
20
|
Running Point Capital Advisors
El Segundo,
California
|
$1.02K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$196
|
–
|
–
|
–
|
|
|
22
|
|
$44
|
–
|
–
|
–
|
|
|
23
|
Brigade Capital Management
New York
|
–
|
-$5.1M
|
-128,000
|
Closed
|
|
|
24
|
|
–
|
-$2.39M
|
-60,000
|
Closed
|
|
|
25
|
Cedar Wealth Management
Walnut Creek,
California
|
–
|
-$2.34M
|
-58,829
|
Closed
|
|
