|
1
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.29M
|
-$249K
|
-8,939
|
-10%
|
|
|
2
|
Treynor Bancshares
Treynor,
Iowa
|
$2.24M
|
+$91.6K
|
+3,290
|
+4%
|
|
|
3
|
|
$1.67M
|
+$161K
|
+5,768
|
+11%
|
|
|
4
|
|
$1.51M
|
-$1.16M
|
-41,502
|
-44%
|
|
|
5
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.47M
|
-$674K
|
-24,206
|
-32%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$896K
|
-$60.4K
|
-2,171
|
-7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$855K
|
-$15.6M
|
-558,782
|
-95%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$760K
|
+$180K
|
+6,456
|
+33%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$514K
|
+$9.35K
|
+336
|
+2%
|
|
|
10
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$470K
|
-$19.5K
|
-701
|
-4%
|
|
|
11
|
BCS Wealth Management
Johnson City,
Tennessee
|
$412K
|
+$17.6K
|
+631
|
+5%
|
|
|
12
|
Boston Family Office
Boston,
Massachusetts
|
$367K
|
-$67.6K
|
-2,427
|
-16%
|
|
|
13
|
Mengis Capital Management
Portland,
Oregon
|
$300K
|
+$289K
|
+10,379
|
New
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$269K
|
-$7.04K
|
-253
|
-3%
|
|
|
15
|
Anchor Investment Management
Columbia,
South Carolina
|
$250K
|
–
|
–
|
–
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$232K
|
+$223K
|
+8,007
|
New
|
|
|
17
|
Bard Financial Services
Branford,
Connecticut
|
$218K
|
+$210K
|
+7,550
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200K
|
+$181K
|
+6,503
|
+1,626%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$185K
|
+$7.66K
|
+275
|
+5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$116K
|
-$78.2K
|
-2,811
|
-41%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$105K
|
–
|
–
|
–
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$102K
|
+$12.6K
|
+453
|
+15%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$87.2K
|
-$24K
|
-861
|
-22%
|
|
|
24
|
Leelyn Smith
Geneva,
Illinois
|
$79.3K
|
+$7.99K
|
+287
|
+12%
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$34.8K
|
+$3.84K
|
+138
|
+13%
|
|
