|
1
|
Ellsworth Advisors
Hudson,
Ohio
|
$3.44M
|
+$163K
|
+6,174
|
+5%
|
|
|
2
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.11M
|
-$343K
|
-13,032
|
-24%
|
|
|
3
|
Independent Financial Group
San Diego,
California
|
$1.08M
|
+$288K
|
+10,937
|
+36%
|
|
|
4
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.03M
|
+$268K
|
+10,160
|
+35%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
$897K
|
-$899K
|
-34,124
|
-50%
|
|
|
6
|
Kestra Private Wealth Services
Austin,
Texas
|
$760K
|
+$30.1K
|
+1,142
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$439K
|
+$216K
|
+8,196
|
+97%
|
|
|
8
|
|
$398K
|
–
|
–
|
–
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$280K
|
+$27.9K
|
+1,059
|
+11%
|
|
|
10
|
Advisor OS
Chicago,
Illinois
|
$264K
|
+$8.46K
|
+321
|
+3%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$242K
|
+$26
|
+1
|
+0%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$98.5K
|
–
|
–
|
–
|
|
|
13
|
Main Street Group
Glen Allen,
Virginia
|
$62.4K
|
+$40.8K
|
+1,548
|
+188%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$48.6K
|
–
|
–
|
–
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$35.3K
|
+$35.4K
|
+1,342
|
New
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.42K
|
+$2.42K
|
+92
|
New
|
|
|
18
|
Manchester Capital Management
Manchester,
Vermont
|
$158
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$83
|
–
|
–
|
–
|
|
|
20
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
–
|
-$726K
|
-26,540
|
Closed
|
|
|
21
|
Park Edge Advisors
Cleveland,
Ohio
|
–
|
-$404K
|
-14,788
|
Closed
|
|
|
22
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$239K
|
-8,741
|
Closed
|
|
|
23
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
–
|
-$76.7K
|
-2,814
|
Closed
|
|
|
24
|
|
–
|
-$48
|
-1
|
Closed
|
|
