|
1
|
Elmwood Wealth Management
Berkeley,
California
|
$5.93M
|
-$40.4K
|
-803
|
-0.7%
|
|
|
2
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.6M
|
+$58.9K
|
+1,169
|
+2%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.38M
|
+$278K
|
+5,524
|
+25%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
-$874K
|
-17,370
|
-46%
|
|
|
5
|
TriaGen Wealth Management
Calabasas,
California
|
$571K
|
+$223K
|
+4,433
|
+65%
|
|
|
6
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$461K
|
+$460K
|
+9,137
|
New
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$398K
|
+$397K
|
+7,879
|
New
|
|
|
8
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$396K
|
+$1.11K
|
+22
|
+0.3%
|
|
|
9
|
Bell Investment Advisors
Oakland,
California
|
$384K
|
+$2.97K
|
+59
|
+0.8%
|
|
|
10
|
Savvy Advisors Inc
New York
|
$304K
|
+$806
|
+16
|
+0.3%
|
|
|
11
|
Alpha Financial Partners
Lexington,
Kentucky
|
$300K
|
+$299K
|
+5,935
|
New
|
|
|
12
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$300K
|
+$299K
|
+5,935
|
New
|
|
|
13
|
|
$300K
|
-$1.45M
|
-28,705
|
-83%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$252K
|
+$252K
|
+5,000
|
New
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$250K
|
+$250K
|
+4,957
|
New
|
|
|
16
|
Ariadne Wealth Management
Santa Barbara,
California
|
$229K
|
+$230K
|
+4,565
|
New
|
|
|
17
|
Financial Management Network
Mission Viejo,
California
|
$215K
|
+$215K
|
+4,278
|
New
|
|
|
18
|
Compass Wealth Management
Guilford,
Connecticut
|
$130K
|
–
|
–
|
–
|
|
|
19
|
Manhattan West Asset Management
Los Angeles,
California
|
–
|
-$2.05M
|
-40,762
|
Closed
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$384K
|
-7,648
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.67K
|
-93
|
Closed
|
|
|
22
|
Signature Resources Capital Management
Newport Beach,
California
|
–
|
-$2.01K
|
-40
|
Closed
|
|
