|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$14.7M
|
–
|
–
|
–
|
|
|
2
|
Principal Securities
Des Moines,
Iowa
|
$5.41M
|
+$3.75M
|
+150,408
|
+190%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.18M
|
+$2.62M
|
+105,041
|
+145%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.89M
|
-$1.09M
|
-43,545
|
-21%
|
|
|
5
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.9M
|
-$1.33M
|
-53,314
|
-40%
|
|
|
6
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.6M
|
+$618K
|
+24,789
|
+58%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.13M
|
+$27.7K
|
+1,111
|
+2%
|
|
|
8
|
Millington Financial Advisors
Naperville,
Illinois
|
$947K
|
+$305K
|
+12,249
|
+46%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$412K
|
+$435K
|
+17,468
|
New
|
|
|
10
|
|
$372K
|
+$179K
|
+7,164
|
+83%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$358K
|
+$379K
|
+15,213
|
New
|
|
|
12
|
WealthCare Asset Management
Springfield,
Missouri
|
$248K
|
+$262K
|
+10,521
|
New
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$205K
|
+$217K
|
+8,715
|
New
|
|
|
14
|
NBC Securities
Birmingham,
Alabama
|
$139K
|
+$96.9K
|
+3,887
|
+195%
|
|
|
15
|
Islay Capital Management
Lubbock,
Texas
|
$124K
|
+$24.9K
|
+1,000
|
+23%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.5K
|
+$997
|
+40
|
+7%
|
|
|
17
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$8.74K
|
+$9.25K
|
+371
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$25
|
+$25
|
+1
|
New
|
|
|
19
|
Claris Financial
Glen Allen,
Virginia
|
–
|
-$898K
|
-35,404
|
Closed
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$4.95K
|
-195
|
Closed
|
|
|
21
|
Anfield Capital Management
Irvine,
California
|
–
|
-$1.12K
|
-44
|
Closed
|
|
