|
1
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$37.3M
|
-$4.31M
|
-161,080
|
-10%
|
|
|
2
|
Arrowroot Family Office
Marina Del Rey,
California
|
$7.72M
|
+$81.4K
|
+3,038
|
+1%
|
|
|
3
|
Empire Financial Management Company
New York
|
$5.22M
|
+$142K
|
+5,294
|
+3%
|
|
|
4
|
Andina Capital Management
Lehi,
Utah
|
$3.18M
|
+$88K
|
+3,287
|
+3%
|
|
|
5
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.95M
|
+$18K
|
+673
|
+0.6%
|
|
|
6
|
|
$1.56M
|
-$50.4K
|
-1,881
|
-3%
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$1.29M
|
+$1.27M
|
+47,505
|
New
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.13M
|
+$297K
|
+11,081
|
+36%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$717K
|
+$709K
|
+26,468
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$567K
|
+$560K
|
+20,922
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$6.61K
|
–
|
–
|
–
|
|
|
12
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$2.95K
|
-$750
|
-28
|
-20%
|
|
|
13
|
|
$1.35K
|
-$857
|
-32
|
-39%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$596
|
-$402
|
-15
|
-41%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$488
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$433
|
+$428
|
+16
|
New
|
|
|
17
|
|
$135
|
+$134
|
+5
|
New
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.1M
|
-40,888
|
Closed
|
|
