|
1
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$13.6M
|
-$384K
|
-20,377
|
-3%
|
|
|
2
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.02M
|
+$2.33M
|
+123,777
|
+72%
|
|
|
3
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$5.06M
|
+$4.7M
|
+249,476
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.77M
|
-$2.49M
|
-132,132
|
-49%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$1.56M
|
+82,637
|
+344%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$2.09M
|
–
|
–
|
–
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$1.66M
|
+$1.24M
|
+65,679
|
+417%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.53M
|
+$1.41M
|
+74,939
|
New
|
|
|
9
|
Tactive Advisors
Jacksonville,
Florida
|
$589K
|
+$543K
|
+28,819
|
New
|
|
|
10
|
Good Life Advisors
Reading,
Pennsylvania
|
$366K
|
+$338K
|
+17,917
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$308K
|
+$284K
|
+15,060
|
+60,240%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$42.1K
|
+$38.8K
|
+2,059
|
New
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$4.25K
|
–
|
–
|
–
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$2.04K
|
+$1.88K
|
+100
|
New
|
|
