|
1
|
Ellsworth Advisors
Hudson,
Ohio
|
$3.4M
|
+$87.3K
|
+3,169
|
+3%
|
|
|
2
|
&Partners
Nashville,
Tennessee
|
$1.84M
|
+$1.88M
|
+68,213
|
New
|
|
|
3
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.51M
|
-$1.7M
|
-61,666
|
-53%
|
|
|
4
|
Independent Financial Group
San Diego,
California
|
$823K
|
+$830K
|
+30,158
|
New
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$795K
|
+$125K
|
+4,548
|
+19%
|
|
|
6
|
Kestra Private Wealth Services
Austin,
Texas
|
$757K
|
+$48.1K
|
+1,747
|
+7%
|
|
|
7
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$726K
|
+$46.9K
|
+1,705
|
+7%
|
|
|
8
|
|
$413K
|
+$417K
|
+15,134
|
New
|
|
|
9
|
Park Edge Advisors
Cleveland,
Ohio
|
$404K
|
+$22K
|
+798
|
+6%
|
|
|
10
|
Advisor OS
Chicago,
Illinois
|
$265K
|
+$5.37K
|
+195
|
+2%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$261K
|
-$57.2K
|
-2,079
|
-18%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$251K
|
+$2.15K
|
+78
|
+0.9%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$239K
|
+$241K
|
+8,741
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$232K
|
+$234K
|
+8,492
|
New
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$102K
|
-$1.87K
|
-68
|
-2%
|
|
|
16
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$76.7K
|
–
|
–
|
–
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$50.5K
|
-$17.1K
|
-622
|
-25%
|
|
|
18
|
Main Street Group
Glen Allen,
Virginia
|
$22.5K
|
+$22.7K
|
+824
|
New
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$20.7K
|
–
|
–
|
–
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$8K
|
+$8.07K
|
+293
|
New
|
|
|
21
|
Manchester Capital Management
Manchester,
Vermont
|
$164
|
+$165
|
+6
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$86
|
+$83
|
+3
|
New
|
|
|
23
|
|
$48
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$86K
|
-3,155
|
Closed
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$21.5K
|
-790
|
Closed
|
|
