|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.11M
|
+$2.05M
|
+20,823
|
New
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$1.99M
|
-$13K
|
-132
|
-0.7%
|
|
|
3
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$1.52M
|
+$1.48M
|
+15,000
|
New
|
|
|
4
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.16M
|
+$1.13M
|
+11,422
|
New
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$952K
|
+$927K
|
+9,410
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$341K
|
+$332K
|
+3,367
|
New
|
|
|
7
|
Worth Asset Management
Dallas,
Texas
|
$235K
|
+$228K
|
+2,319
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
+$225K
|
+2,288
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$80.8K
|
+$622K
|
+6,314
|
New
|
|
|
10
|
Highline Wealth Partners
Sherman Oaks,
California
|
$20.2K
|
+$19.7K
|
+200
|
New
|
|
|
11
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$16.8K
|
-$9.85K
|
-100
|
-38%
|
|
|
12
|
Realta Investment Advisors
Wilmington,
Delaware
|
$15.2K
|
+$14.8K
|
+150
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9.41K
|
–
|
–
|
–
|
|
|
14
|
Solstein Capital
Menlo Park,
California
|
$303
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$860K
|
-8,776
|
Closed
|
|
|
16
|
Capital Financial Group
Greenwood Village,
Colorado
|
–
|
-$465K
|
-4,750
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$456K
|
-4,651
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.82K
|
-39
|
Closed
|
|
