|
1
|
Cavalier Investments
Alpharetta,
Georgia
|
$2.64M
|
+$2.58M
|
+16,312
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$93.4K
|
+591
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.66M
|
-$300K
|
-1,896
|
-16%
|
|
|
4
|
Winnow Wealth
Waco,
Texas
|
$1.33M
|
-$352K
|
-2,225
|
-21%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$983K
|
-$87.6K
|
-554
|
-8%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$962K
|
-$463K
|
-2,931
|
-33%
|
|
|
7
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$618K
|
+$363K
|
+2,300
|
+151%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$597K
|
+$406K
|
+2,570
|
+229%
|
|
|
9
|
Dover Advisors
Richmond,
Virginia
|
$498K
|
+$217K
|
+1,370
|
+80%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
11
|
Integrity Alliance
Urbandale,
Iowa
|
$266K
|
+$260K
|
+1,645
|
New
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$244K
|
+$237K
|
+1,499
|
New
|
|
|
13
|
Weaver Consulting Group
Huntington Beach,
California
|
$207K
|
-$39.8K
|
-252
|
-16%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$26.9K
|
–
|
–
|
–
|
|
|
15
|
Aventura Private Wealth
Aventura,
Florida
|
$17.6K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.9K
|
–
|
–
|
–
|
|
|
17
|
|
$6.8K
|
–
|
–
|
–
|
|
|
18
|
|
$165
|
-$3.95K
|
-25
|
-96%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$10
|
-$158
|
-1
|
Closed
|
|
|
20
|
|
–
|
-$690K
|
-4,494
|
Closed
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$651K
|
-4,243
|
Closed
|
|
|
22
|
|
–
|
-$411K
|
-2,678
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$382K
|
-2,487
|
Closed
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$30.7K
|
-200
|
Closed
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$4.61K
|
-30
|
Closed
|
|
