|
1
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.56M
|
+$2.67M
|
+79,813
|
New
|
|
|
2
|
Treynor Bancshares
Treynor,
Iowa
|
$2.07M
|
+$2.16M
|
+64,556
|
New
|
|
|
3
|
|
$1.64M
|
+$330K
|
+9,836
|
+24%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.44M
|
+$77.7K
|
+2,318
|
+5%
|
|
|
5
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.28M
|
+$96.2K
|
+2,872
|
+8%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$942K
|
+$38.7K
|
+1,155
|
+4%
|
|
|
7
|
Retirement Guys Formula
Maumee,
Ohio
|
$826K
|
+$862K
|
+25,711
|
New
|
|
|
8
|
Boston Family Office
Boston,
Massachusetts
|
$689K
|
-$60.8K
|
-1,814
|
-8%
|
|
|
9
|
Bard Financial Services
Branford,
Connecticut
|
$655K
|
–
|
–
|
–
|
|
|
10
|
|
$588K
|
-$237K
|
-7,064
|
-28%
|
|
|
11
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$539K
|
-$440K
|
-13,139
|
-44%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$400K
|
-$106K
|
-3,153
|
-20%
|
|
|
13
|
Oppenheimer & Co
New York
|
$385K
|
–
|
–
|
–
|
|
|
14
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$339K
|
+$354K
|
+10,557
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$321K
|
+$335K
|
+9,997
|
New
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$300K
|
+$6K
|
+179
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$253K
|
-$17.2K
|
-513
|
-6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$244K
|
-$35.4K
|
-1,057
|
-12%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$235K
|
+$8.38K
|
+250
|
+4%
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$205K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$182K
|
+$36.4K
|
+1,086
|
+24%
|
|
|
22
|
Leelyn Smith
Geneva,
Illinois
|
$134K
|
+$6.57K
|
+196
|
+5%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$117K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$87K
|
+$55.6K
|
+1,659
|
+155%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
