|
1
|
Atlas Wealth
Cincinnati,
Ohio
|
$6.17M
|
+$6.19M
|
+433,444
|
New
|
|
|
2
|
|
$6.14M
|
+$20.2K
|
+1,411
|
+0.3%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$4.14M
|
–
|
–
|
–
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.75M
|
+$2.7M
|
+188,708
|
+4,287%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$2.61M
|
+$71.4K
|
+5,000
|
+3%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$2.6M
|
-$193K
|
-13,523
|
-7%
|
|
|
7
|
Private Management Group
Irvine,
California
|
$2.32M
|
-$69.7K
|
-4,877
|
-3%
|
|
|
8
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.7M
|
+$187K
|
+13,073
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$179K
|
+12,525
|
+14%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.24M
|
+$2.77K
|
+194
|
+0.2%
|
|
|
11
|
Atomi Financial Group
New York
|
$697K
|
-$11.5K
|
-807
|
-2%
|
|
|
12
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$612K
|
+$288K
|
+20,148
|
+88%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$590K
|
+$28.6K
|
+2,000
|
+5%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$548K
|
+$445K
|
+31,146
|
+423%
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
16
|
Tidal Investments
Milwaukee,
Wisconsin
|
$435K
|
+$22K
|
+1,539
|
+5%
|
|
|
17
|
|
$372K
|
+$374K
|
+26,174
|
New
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$345K
|
-$9.26K
|
-648
|
-3%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$311K
|
–
|
–
|
–
|
|
|
20
|
1776 Wealth
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$245K
|
+$21.9K
|
+1,536
|
+10%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$192K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$175K
|
-$3.24K
|
-227
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$167K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$75.1K
|
-$15.8K
|
-1,107
|
-17%
|
|
