|
1001
|
Aspire Private Capital
Cornelius,
North Carolina
|
$189K
|
-$107K
|
-747
|
-36%
|
|
|
1002
|
|
$185K
|
–
|
–
|
–
|
|
|
1003
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
1004
|
Stelac Advisory Services
New York
|
$169K
|
+$171K
|
+1,195
|
New
|
|
|
1005
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$166K
|
-$21.4K
|
-150
|
-11%
|
|
|
1006
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$166K
|
+$18.7K
|
+131
|
+13%
|
|
|
1007
|
Pathstone Family Office
Englewood,
New Jersey
|
$166K
|
+$86.1K
|
+603
|
+106%
|
|
|
1008
|
Belpointe Asset Management
Reno,
Nevada
|
$160K
|
+$48.4K
|
+339
|
+43%
|
|
|
1009
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$157K
|
+$158K
|
+1,108
|
New
|
|
|
1010
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$155K
|
+$143
|
+1
|
+0.1%
|
|
|
1011
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$148K
|
+$25K
|
+175
|
+20%
|
|
|
1012
|
MilWealth Group
Milwaukee,
Wisconsin
|
$147K
|
–
|
–
|
–
|
|
|
1013
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$147K
|
–
|
–
|
–
|
|
|
1014
|
Lindbrook Capital
Calabasas,
California
|
$145K
|
-$5.85K
|
-41
|
-4%
|
|
|
1015
|
CX Institutional
Auburn,
Indiana
|
$144K
|
+$22.8K
|
+160
|
+19%
|
|
|
1016
|
Clearstead Advisors
Cleveland,
Ohio
|
$140K
|
-$9.42K
|
-66
|
-6%
|
|
|
1017
|
American Portfolios Advisors
Holbrook,
New York
|
$137K
|
+$16.3K
|
+114
|
+13%
|
|
|
1018
|
Key Financial Inc
West Chester,
Pennsylvania
|
$130K
|
+$131K
|
+920
|
New
|
|
|
1019
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$127K
|
–
|
–
|
–
|
|
|
1020
|
Clear Investment Research
Alpharetta,
Georgia
|
$124K
|
–
|
–
|
–
|
|
|
1021
|
Covington Capital Management
Los Angeles,
California
|
$116K
|
–
|
–
|
–
|
|
|
1022
|
North Star Investment Management
Chicago,
Illinois
|
$116K
|
–
|
–
|
–
|
|
|
1023
|
Focused Wealth Management
Newburgh,
New York
|
$113K
|
-$42.8K
|
-300
|
-27%
|
|
|
1024
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
1025
|
Eudaimonia Partners
Winchester,
Tennessee
|
$110K
|
+$2.14K
|
+15
|
+2%
|
|
