|
1
|
Ridgeline Wealth
Mesa,
Arizona
|
$7.55M
|
+$641K
|
+7,677
|
+9%
|
|
|
2
|
|
$7.12M
|
+$935K
|
+11,209
|
+15%
|
|
|
3
|
|
$5.68M
|
+$350K
|
+4,191
|
+6%
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
$2.35M
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
+$872K
|
+10,450
|
+68%
|
|
|
6
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.97M
|
+$2.15M
|
+25,774
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
-$3.47M
|
-41,541
|
-76%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$930K
|
-$196K
|
-2,349
|
-17%
|
|
|
9
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$930K
|
-$196K
|
-2,349
|
-17%
|
|
|
10
|
Financial Management Network
Mission Viejo,
California
|
$701K
|
+$254K
|
+3,041
|
+55%
|
|
|
11
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$384K
|
–
|
–
|
–
|
|
|
12
|
|
$375K
|
-$448K
|
-5,364
|
-54%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$348K
|
+$352K
|
+4,214
|
New
|
|
|
14
|
Breakwater Capital Group
Paramus,
New Jersey
|
$330K
|
-$2.09K
|
-25
|
-0.6%
|
|
|
15
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$254K
|
+$257K
|
+3,080
|
New
|
|
|
16
|
McCartney Wealth Management
Clayton,
Missouri
|
$230K
|
–
|
–
|
–
|
|
|
17
|
Capasso Planning Partners
Charleston,
South Carolina
|
$214K
|
+$216K
|
+2,590
|
New
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$102K
|
+$2K
|
+24
|
+2%
|
|
|
19
|
RHL Group
Holly,
Michigan
|
$76.3K
|
+$5.26K
|
+63
|
+7%
|
|
|
20
|
Simplex Trading
Chicago,
Illinois
|
$60.7K
|
+$61.4K
|
+736
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$25.7K
|
+$26K
|
+311
|
New
|
|
