|
1
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$16.6M
|
+$288K
|
+15,627
|
+2%
|
|
|
2
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.89M
|
+$66.2K
|
+3,593
|
+1%
|
|
|
3
|
|
$4.57M
|
+$927K
|
+50,299
|
+25%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.81M
|
-$32.2K
|
-1,747
|
-2%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$950K
|
+$382K
|
+20,740
|
+66%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$476K
|
-$126K
|
-6,817
|
-21%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$387K
|
+$214K
|
+11,619
|
+120%
|
|
|
8
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$323K
|
-$975K
|
-52,875
|
-75%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$270K
|
+$274K
|
+14,851
|
New
|
|
|
10
|
Grassi Investment Management
Santa Clara,
California
|
$268K
|
-$22.1K
|
-1,200
|
-8%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$195K
|
-$7.28K
|
-395
|
-4%
|
|
|
12
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$53K
|
+$53.6K
|
+2,910
|
New
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$50.9K
|
–
|
–
|
–
|
|
|
14
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$50.9K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.4K
|
-$46K
|
-2,494
|
-55%
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$36.2K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.7K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$24.6K
|
-$56.9K
|
-3,087
|
-69%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$22.7K
|
-$62.7K
|
-3,400
|
-73%
|
|
|
20
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$22K
|
-$41.3K
|
-2,240
|
-65%
|
|
|
21
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$4.54K
|
–
|
–
|
–
|
|
|
23
|
PFS Partners
Mine Hill,
New Jersey
|
$3.64K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$2.11K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$1.77M
|
-109,771
|
Closed
|
|
