|
1
|
Ridgeline Wealth
Mesa,
Arizona
|
$6.57M
|
-$53K
|
-662
|
-0.8%
|
|
|
2
|
|
$5.88M
|
+$6M
|
+74,971
|
New
|
|
|
3
|
|
$4.93M
|
-$212K
|
-2,648
|
-4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$4.28M
|
+$4.36M
|
+54,522
|
New
|
|
|
5
|
Ruedi Wealth Management
Champaign,
Illinois
|
$2.24M
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.21M
|
+$1.24M
|
+15,440
|
New
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$1.07M
|
+$1.09M
|
+13,617
|
New
|
|
|
8
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.07M
|
+$1.09M
|
+13,617
|
New
|
|
|
9
|
|
$777K
|
-$684K
|
-8,546
|
-46%
|
|
|
10
|
Financial Management Network
Mission Viejo,
California
|
$454K
|
+$441K
|
+5,517
|
New
|
|
|
11
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$365K
|
+$373K
|
+4,658
|
New
|
|
|
12
|
Breakwater Capital Group
Paramus,
New Jersey
|
$315K
|
+$25.9K
|
+324
|
+9%
|
|
|
13
|
McCartney Wealth Management
Clayton,
Missouri
|
$219K
|
–
|
–
|
–
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$96.3K
|
-$8.64K
|
-108
|
-8%
|
|
|
15
|
RHL Group
Holly,
Michigan
|
$67.1K
|
+$19.4K
|
+242
|
+39%
|
|
|
16
|
B&D White Capital Company
Lakeway,
Texas
|
–
|
-$711K
|
-9,507
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$272K
|
-3,640
|
Closed
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$4.86K
|
-65
|
Closed
|
|
