|
1
|
Adams Wealth Management
Logan,
Utah
|
$9.03M
|
-$567K
|
-14,528
|
-6%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$9.03M
|
-$567K
|
-14,528
|
-6%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$4.6M
|
–
|
–
|
–
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.13M
|
+$4.26M
|
+109,259
|
New
|
|
|
5
|
|
$3.88M
|
+$4M
|
+102,623
|
New
|
|
|
6
|
Simplicity Wealth
Summit,
New Jersey
|
$3.79M
|
+$3.91M
|
+100,232
|
New
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.59M
|
+$2.54M
|
+65,000
|
+217%
|
|
|
8
|
Atomi Financial Group
New York
|
$3.49M
|
+$502K
|
+12,866
|
+16%
|
|
|
9
|
Strait & Sound Wealth Management
San Francisco,
California
|
$3.05M
|
+$1.45M
|
+37,145
|
+86%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$218K
|
+5,578
|
+14%
|
|
|
11
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.57M
|
+$205K
|
+5,258
|
+14%
|
|
|
12
|
FullCircle Wealth
Dallas,
Texas
|
$1.07M
|
-$579K
|
-14,838
|
-34%
|
|
|
13
|
HBW Advisory Services
Simi Valley,
California
|
$987K
|
+$1.02M
|
+26,088
|
New
|
|
|
14
|
Partners Wealth Management
Carmel By The Sea,
California
|
$969K
|
+$48.1K
|
+1,232
|
+5%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$638K
|
+$607K
|
+15,549
|
+1,178%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$566K
|
+$583K
|
+14,950
|
New
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$492K
|
+$507K
|
+13,000
|
New
|
|
|
18
|
Swan Global Investments
Durango,
Colorado
|
$489K
|
-$52.7K
|
-1,350
|
-9%
|
|
|
19
|
WT Wealth Management
Scottsdale,
Arizona
|
$245K
|
+$253K
|
+6,482
|
New
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$209K
|
+$215K
|
+5,512
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$10.7K
|
+$11K
|
+283
|
New
|
|
|
22
|
LGT Financial Advisors
Dallas,
Texas
|
$3.76K
|
+$702
|
+18
|
+22%
|
|
|
23
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.37K
|
+$3.47K
|
+89
|
New
|
|
|
24
|
Running Point Capital Advisors
El Segundo,
California
|
$984
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$189
|
–
|
–
|
–
|
|
