|
1
|
Bard Associates
Chicago,
Illinois
|
$956K
|
-$111K
|
-12,625
|
-10%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$885K
|
+$282K
|
+31,976
|
+42%
|
|
|
3
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$478K
|
+$29.8K
|
+3,379
|
+6%
|
|
|
4
|
Alpha Cubed Investments
Irvine,
California
|
$420K
|
+$456K
|
+51,720
|
New
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$415K
|
+$88.3K
|
+10,023
|
+24%
|
|
|
6
|
International Assets Investment Management
Orlando,
Florida
|
$266K
|
+$288K
|
+32,718
|
New
|
|
|
7
|
|
$224K
|
-$66.5K
|
-7,549
|
-21%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$220K
|
-$5.15K
|
-585
|
-2%
|
|
|
9
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$188K
|
-$465K
|
-52,781
|
-70%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$187K
|
+$23.4K
|
+2,657
|
+13%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$140K
|
-$39.7K
|
-4,506
|
-22%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$135K
|
+$3.32K
|
+377
|
+2%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$129K
|
+$10.8K
|
+1,222
|
+8%
|
|
|
14
|
Lindbrook Capital
Calabasas,
California
|
$54.6K
|
+$2.54K
|
+288
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$41.9K
|
+$2.07K
|
+235
|
+5%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$25.7K
|
+$27.8K
|
+3,160
|
New
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$406
|
+$440
|
+50
|
New
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$249
|
+$18
|
+2
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$939K
|
-106,256
|
Closed
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$398K
|
-45,000
|
Closed
|
|
|
21
|
|
–
|
-$99K
|
-11,244
|
Closed
|
|
