|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.35M
|
+$9.26M
|
+280,021
|
New
|
|
|
2
|
Smart Money Group
Eastland,
Texas
|
$7.87M
|
-$409K
|
-12,378
|
-5%
|
|
|
3
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$5.28M
|
+$5.15M
|
+155,769
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79M
|
+$1.19M
|
+35,915
|
+33%
|
|
|
5
|
J.W. Cole Advisors
Tampa,
Florida
|
$4.51M
|
+$2.49M
|
+75,251
|
+126%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$3.77M
|
+$2.57M
|
+77,663
|
+221%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.35M
|
+$180K
|
+5,454
|
+8%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.22M
|
+$679K
|
+20,554
|
+128%
|
|
|
9
|
BlackDiamond Wealth Management
New York
|
$986K
|
+$145K
|
+4,393
|
+18%
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$838K
|
+$1.35K
|
+41
|
+0.2%
|
|
|
11
|
|
$832K
|
-$9.47M
|
-286,419
|
-92%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$816K
|
-$477K
|
-14,434
|
-37%
|
|
|
13
|
Tidal Investments
Milwaukee,
Wisconsin
|
$665K
|
-$383K
|
-11,590
|
-37%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$517K
|
+$512K
|
+15,492
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$493K
|
-$105K
|
-3,166
|
-18%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$457K
|
+$453K
|
+13,695
|
New
|
|
|
17
|
|
$337K
|
+$334K
|
+10,095
|
New
|
|
|
18
|
Kaizen Financial Strategies
Campbell,
California
|
$254K
|
-$6.61K
|
-200
|
-3%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$229K
|
+$227K
|
+6,870
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$229K
|
+$227K
|
+6,864
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$29.3K
|
+$29K
|
+876
|
New
|
|
|
22
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$19.2K
|
+$19K
|
+576
|
New
|
|
|
23
|
Impact Partnership Wealth
Marietta,
Georgia
|
$11.5K
|
+$6.68K
|
+202
|
+141%
|
|
|
24
|
IFS Advisors
Overland Park,
Kansas
|
$5.41K
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$33
|
–
|
–
|
–
|
|
