|
26
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$243K
|
+$224K
|
+10,156
|
New
|
|
|
27
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$241K
|
+$222K
|
+10,042
|
New
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$239K
|
+$220K
|
+9,950
|
New
|
|
|
29
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$236K
|
+$217K
|
+9,830
|
New
|
|
|
30
|
Arete Wealth Advisors
Chicago,
Illinois
|
$233K
|
+$215K
|
+9,737
|
New
|
|
|
31
|
Rothschild Investment LLC
Chicago,
Illinois
|
$216K
|
–
|
–
|
–
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$206K
|
+$190K
|
+8,613
|
New
|
|
|
33
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$72.2K
|
+$42.9K
|
+1,946
|
+182%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$63.3K
|
+$58.2K
|
+2,640
|
New
|
|
|
35
|
MAI Capital Management
Independence,
Ohio
|
$51.1K
|
+$47.1K
|
+2,133
|
New
|
|
|
36
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$36K
|
+$33.1K
|
+1,500
|
New
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7K
|
+$17.2K
|
+780
|
New
|
|
|
38
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$18.2K
|
+$17.1K
|
+775
|
New
|
|
|
39
|
Farther Finance Advisors
San Francisco,
California
|
$16.3K
|
+$15K
|
+680
|
New
|
|
|
40
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$10.6K
|
+$6.88K
|
+312
|
+238%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
42
|
Hollencrest Capital Management
Newport Beach,
California
|
$4.87K
|
–
|
–
|
–
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$3K
|
+$2.76K
|
+125
|
New
|
|
|
44
|
Decker Retirement Planning
Levi,
Utah
|
$24
|
+$22
|
+1
|
New
|
|
|
45
|
Flow Traders U.S.
New York
|
–
|
-$1.19M
|
-63,699
|
Closed
|
|
|
46
|
|
–
|
-$1.09M
|
-58,599
|
Closed
|
|
|
47
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$540K
|
-28,989
|
Closed
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$236K
|
-12,680
|
Closed
|
|
|
49
|
Embree Financial Group
Chicago,
Illinois
|
–
|
-$211K
|
-11,320
|
Closed
|
|
|
50
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$208K
|
-11,195
|
Closed
|
|
