|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.95M
|
-$271K
|
-9,865
|
-3%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.32M
|
+$85.7K
|
+3,117
|
+1%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$3.67M
|
+$3.43M
|
+124,828
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.21M
|
+$249K
|
+9,055
|
+9%
|
|
|
5
|
Opes Wealth Management
Menlo Park,
California
|
$2.78M
|
+$2.6M
|
+94,362
|
New
|
|
|
6
|
|
$2.18M
|
-$33.1K
|
-1,203
|
-2%
|
|
|
7
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.14M
|
+$310K
|
+11,254
|
+18%
|
|
|
8
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.1M
|
+$1.96M
|
+71,391
|
New
|
|
|
9
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.94M
|
+$246K
|
+8,939
|
+16%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$1.5M
|
+$1.41M
|
+51,125
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
-$1.3M
|
-47,161
|
-54%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.08M
|
+$62.2K
|
+2,261
|
+7%
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$937K
|
+$876K
|
+31,830
|
New
|
|
|
14
|
WT Wealth Management
Scottsdale,
Arizona
|
$741K
|
+$693K
|
+25,196
|
New
|
|
|
15
|
G&S Capital
Denver,
Colorado
|
$650K
|
+$607K
|
+22,080
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
$649K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$404K
|
+$378K
|
+13,743
|
New
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$352K
|
-$4.13K
|
-150
|
-1%
|
|
|
19
|
|
$292K
|
-$30.3K
|
-1,100
|
-10%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
-$3.11K
|
-113
|
-1%
|
|
|
21
|
|
$231K
|
+$216K
|
+7,857
|
New
|
|
|
22
|
|
$202K
|
-$1.14M
|
-41,448
|
-86%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$202K
|
+$189K
|
+6,874
|
New
|
|
|
24
|
Sterling Financial Planning
Sparta,
New Jersey
|
$200K
|
+$187K
|
+6,797
|
New
|
|
|
25
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$105K
|
+$22.3K
|
+810
|
+30%
|
|
