|
1
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$8.1M
|
-$707K
|
-16,659
|
-8%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.39M
|
+$658K
|
+15,492
|
+10%
|
|
|
3
|
VanEck Associates
New York
|
$7.23M
|
–
|
–
|
–
|
|
|
4
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.63M
|
-$10.8K
|
-255
|
-0.2%
|
|
|
5
|
|
$2.45M
|
+$1.27M
|
+29,941
|
+112%
|
|
|
6
|
Echo45 Advisors
Walnut Creek,
California
|
$2.06M
|
-$7.52K
|
-177
|
-0.4%
|
|
|
7
|
BXM Wealth
Englewood,
Colorado
|
$1.71M
|
+$178K
|
+4,190
|
+12%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$983K
|
+$301K
|
+7,098
|
+42%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$972K
|
+$953K
|
+22,445
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$917K
|
+$133K
|
+3,134
|
+17%
|
|
|
11
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$775K
|
+$760K
|
+17,895
|
New
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$610K
|
-$138K
|
-3,256
|
-19%
|
|
|
13
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$551K
|
+$212
|
+5
|
+0%
|
|
|
14
|
|
$285K
|
-$1.32M
|
-31,082
|
-83%
|
|
|
15
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$277K
|
-$19.1K
|
-450
|
-7%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$252K
|
+$247K
|
+5,810
|
New
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$223K
|
+$230K
|
+5,415
|
New
|
|
|
18
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$217K
|
+$212K
|
+5,000
|
New
|
|
|
19
|
Core Wealth Partners
Santa Rosa,
California
|
$208K
|
+$204K
|
+4,799
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$117K
|
-$40.3K
|
-950
|
-26%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$80.3K
|
+$49K
|
+1,153
|
+165%
|
|
|
22
|
|
$34.2K
|
+$33.5K
|
+789
|
New
|
|
|
23
|
SJS Investment Consulting
Sylvania,
Ohio
|
$21.7K
|
–
|
–
|
–
|
|
|
24
|
|
$436
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$1.05M
|
-32,396
|
Closed
|
|
