|
1
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$514K
|
+189,141
|
+29%
|
|
|
2
|
Sinecera Capital
Austin,
Texas
|
$1.1M
|
+$3.23K
|
+1,190
|
+0.3%
|
|
|
3
|
McGowan Group Asset Management
Dallas,
Texas
|
$342K
|
-$1.52K
|
-559
|
-0.4%
|
|
|
4
|
Syntal Capital Partners
Midland,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$82.5K
|
+$93.7K
|
+34,500
|
New
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$54.7K
|
+$62.1K
|
+22,874
|
New
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$49.5K
|
+$2.49K
|
+917
|
+5%
|
|
|
8
|
|
$48.5K
|
-$6.63K
|
-2,439
|
-11%
|
|
|
9
|
Marco Investment Management
Atlanta,
Georgia
|
$28.7K
|
–
|
–
|
–
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$27.7K
|
–
|
–
|
–
|
|
|
11
|
Northstar Advisory Group
Northfield,
New Jersey
|
$27.5K
|
+$31.2K
|
+11,500
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
-$5.43K
|
-2,000
|
-17%
|
|
|
13
|
Group One Trading
Chicago,
Illinois
|
$14.3K
|
-$19.3K
|
-7,102
|
-54%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.4K
|
+$13.6K
|
+5,000
|
+833%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$10.8K
|
–
|
–
|
–
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.64K
|
+$337
|
+124
|
+5%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$4.75K
|
–
|
–
|
–
|
|
|
18
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.69K
|
+$478
|
+176
|
+33%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$717
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$508
|
+$27
|
+10
|
+5%
|
|
|
21
|
RFP Financial Group
Atlanta,
Georgia
|
$478
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$186
|
–
|
–
|
–
|
|
|
23
|
Activest Wealth Management
Aventure,
Florida
|
$120
|
+$136
|
+50
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$224K
|
-82,565
|
Closed
|
|
|
25
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$196K
|
-58,730
|
Closed
|
|
