|
1
|
Paller Financial Services
Centennial,
Colorado
|
$2.64M
|
+$2.66M
|
+284,624
|
New
|
|
|
2
|
Pettee Investors
Rowayton,
Connecticut
|
$904K
|
+$74.7K
|
+7,985
|
+9%
|
|
|
3
|
Two Sigma Investments
New York
|
$887K
|
+$894K
|
+95,484
|
New
|
|
|
4
|
|
$877K
|
+$883K
|
+94,384
|
New
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$773K
|
-$110K
|
-11,801
|
-12%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$656K
|
+$157K
|
+16,778
|
+31%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$536K
|
-$161K
|
-17,237
|
-23%
|
|
|
8
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$520K
|
-$27.2K
|
-2,902
|
-5%
|
|
|
9
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$498K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$452K
|
+$49.1K
|
+5,245
|
+12%
|
|
|
11
|
Samalin Investment Counsel
Chappaqua,
New York
|
$404K
|
-$3.7K
|
-395
|
-0.9%
|
|
|
12
|
Tactive Advisors
Jacksonville,
Florida
|
$248K
|
-$32.4K
|
-3,463
|
-11%
|
|
|
13
|
PFG Investments
Woodbury,
New York
|
$164K
|
-$32.8K
|
-3,500
|
-17%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$149K
|
+$150K
|
+16,000
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$117K
|
-$18.6K
|
-1,987
|
-14%
|
|
|
16
|
|
$109K
|
+$111K
|
+11,829
|
New
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$101K
|
+$102K
|
+10,866
|
New
|
|
|
18
|
Stephens Consulting
Flint,
Michigan
|
$5.58K
|
–
|
–
|
–
|
|
|
19
|
Triumph Capital Management
Denver,
Colorado
|
$4.65K
|
+$4.68K
|
+500
|
New
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.72K
|
+$3.74K
|
+400
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$2.54K
|
+271
|
New
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.88K
|
+$2.9K
|
+310
|
New
|
|
|
23
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.79K
|
+$936
|
+100
|
+50%
|
|
|
24
|
Vision Financial Markets
Stamford,
Connecticut
|
$2.05K
|
+$56
|
+6
|
+3%
|
|
|
25
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.86K
|
–
|
–
|
–
|
|
