|
1
|
Ellsworth Advisors
Hudson,
Ohio
|
$3.7M
|
+$214K
|
+8,066
|
+6%
|
|
|
2
|
&Partners
Nashville,
Tennessee
|
$1.44M
|
+$550K
|
+20,774
|
+61%
|
|
|
3
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.19M
|
+$136K
|
+5,127
|
+13%
|
|
|
4
|
Kestra Private Wealth Services
Austin,
Texas
|
$867K
|
+$92.4K
|
+3,490
|
+12%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$495K
|
+$208K
|
+7,862
|
+74%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$357K
|
+$353K
|
+13,320
|
New
|
|
|
7
|
Advisor OS
Chicago,
Illinois
|
$327K
|
+$56.9K
|
+2,151
|
+21%
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
$243K
|
-$2.96K
|
-112
|
-1%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$101K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$70.3K
|
+$69.5K
|
+2,624
|
New
|
|
|
11
|
Main Street Group
Glen Allen,
Virginia
|
$64.1K
|
+$476
|
+18
|
+0.8%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$49.6K
|
–
|
–
|
–
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$36.3K
|
+$318
|
+12
|
+0.9%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$20K
|
-$291
|
-11
|
-1%
|
|
|
15
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
+$1.59K
|
+60
|
New
|
|
|
16
|
Wealth Watch Advisors
Englewood,
Colorado
|
$965
|
+$953
|
+36
|
New
|
|
|
17
|
Manchester Capital Management
Manchester,
Vermont
|
$161
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$86
|
–
|
–
|
–
|
|
|
19
|
|
$31
|
+$26
|
+1
|
New
|
|
|
20
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$1.11M
|
-42,219
|
Closed
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
–
|
-$1.08M
|
-41,095
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$439K
|
-16,688
|
Closed
|
|
|
23
|
|
–
|
-$398K
|
-15,134
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.42K
|
-92
|
Closed
|
|
