|
1
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$14.4M
|
+$14.6M
|
+896,479
|
New
|
|
|
2
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.27M
|
-$100K
|
-6,145
|
-2%
|
|
|
3
|
|
$3.23M
|
+$2.42M
|
+148,639
|
+282%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.99M
|
+$1.65M
|
+101,396
|
New
|
|
|
5
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.97M
|
+$97.7K
|
+5,987
|
+6%
|
|
|
6
|
|
$1.77M
|
-$60.7K
|
-3,719
|
-3%
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.14M
|
-$266K
|
-16,300
|
-19%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$531K
|
+$62.2K
|
+3,810
|
+13%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$522K
|
+$515K
|
+31,581
|
New
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$395K
|
+$94.6K
|
+5,800
|
+31%
|
|
|
11
|
Grassi Investment Management
Santa Clara,
California
|
$256K
|
-$73.4K
|
-4,500
|
-22%
|
|
|
12
|
Prospera Financial Services
Dallas,
Texas
|
$179K
|
+$9.46K
|
+580
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
+$111K
|
+6,797
|
+234%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$74.7K
|
+$75.9K
|
+4,650
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
+$70.1K
|
+4,300
|
+2,150%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$71.3K
|
+$36.2K
|
+2,216
|
+100%
|
|
|
17
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$55K
|
-$32.6K
|
-2,000
|
-37%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$45K
|
-$245
|
-15
|
-0.5%
|
|
|
19
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$45K
|
-$245
|
-15
|
-0.5%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$32.1K
|
–
|
–
|
–
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$28.9K
|
–
|
–
|
–
|
|
|
22
|
|
$19K
|
+$19.4K
|
+1,191
|
New
|
|
|
23
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$4.02K
|
+$4.08K
|
+250
|
New
|
|
|
25
|
PFS Partners
Mine Hill,
New Jersey
|
$3.22K
|
–
|
–
|
–
|
|
