|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.01M
|
+$4.33M
|
+480,060
|
New
|
|
|
2
|
Bard Associates
Chicago,
Illinois
|
$1.02M
|
+$33.7K
|
+3,736
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$684K
|
+$737K
|
+81,788
|
New
|
|
|
4
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$508K
|
+$7.33K
|
+813
|
+1%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$449K
|
+$28.3K
|
+3,137
|
+6%
|
|
|
6
|
Atomi Financial Group
New York
|
$268K
|
-$24.9K
|
-2,764
|
-8%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$257K
|
+$34.7K
|
+3,850
|
+14%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$251K
|
+$13.2K
|
+1,466
|
+5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$180K
|
-$688K
|
-76,288
|
-78%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$171K
|
+$21.4K
|
+2,373
|
+14%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$168K
|
+$17.1K
|
+1,900
|
+10%
|
|
|
12
|
|
$149K
|
-$61.5K
|
-6,823
|
-28%
|
|
|
13
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$144K
|
-$286K
|
-31,750
|
-65%
|
|
|
14
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$111K
|
+$17.9K
|
+1,987
|
+18%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$94.9K
|
-$42.5K
|
-4,708
|
-29%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$93.3K
|
+$5.68K
|
+630
|
+6%
|
|
|
17
|
Lindbrook Capital
Calabasas,
California
|
$60.9K
|
+$2.59K
|
+287
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$46.7K
|
+$1.98K
|
+219
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$3.64K
|
-404
|
-49%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$288
|
+$9
|
+1
|
+3%
|
|
|
21
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$266
|
+$289
|
+32
|
New
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$105K
|
-11,361
|
Closed
|
|
|
23
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$11.9K
|
-1,298
|
Closed
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$460
|
-50
|
Closed
|
|
