|
1
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$6.59M
|
+$2.18M
|
+60,261
|
+42%
|
|
|
2
|
VanEck Associates
New York
|
$5.41M
|
–
|
–
|
–
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.02M
|
-$702K
|
-19,391
|
-11%
|
|
|
4
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.21M
|
+$137K
|
+3,779
|
+3%
|
|
|
5
|
Echo45 Advisors
Walnut Creek,
California
|
$1.55M
|
+$92.2K
|
+2,544
|
+6%
|
|
|
6
|
|
$1.22M
|
+$785K
|
+21,665
|
+135%
|
|
|
7
|
BXM Wealth
Englewood,
Colorado
|
$1.14M
|
-$1.76M
|
-48,602
|
-58%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
-$1.48M
|
-40,754
|
-56%
|
|
|
9
|
|
$863K
|
+$966K
|
+26,663
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$584K
|
+$263K
|
+7,257
|
+67%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$561K
|
+$406K
|
+11,217
|
+183%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$548K
|
+$606K
|
+16,717
|
New
|
|
|
13
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$412K
|
-$48K
|
-1,325
|
-9%
|
|
|
14
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$222K
|
+$48.9K
|
+1,350
|
+25%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$119K
|
-$7.61K
|
-210
|
-5%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$22.7K
|
+$7.24K
|
+200
|
+40%
|
|
|
17
|
SJS Investment Consulting
Sylvania,
Ohio
|
$16.2K
|
–
|
–
|
–
|
|
|
18
|
|
$306
|
+$362
|
+10
|
New
|
|
|
19
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$348K
|
-10,000
|
Closed
|
|
