|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$35.6M
|
-$1.6M
|
-42,499
|
-5%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$6.58M
|
-$1.1M
|
-29,299
|
-15%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.79M
|
+$477K
|
+12,673
|
+22%
|
|
|
4
|
Ascension Capital Advisors
Houston,
Texas
|
$1.95M
|
+$22.7K
|
+604
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
+$1.83M
|
+48,694
|
New
|
|
|
6
|
Wealthedge Investment Advisors
New York
|
$1.11M
|
+$1.06M
|
+28,065
|
New
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$767K
|
+$9.6K
|
+255
|
+1%
|
|
|
8
|
Able Wealth Management
Toms River,
New Jersey
|
$598K
|
-$27.4K
|
-728
|
-5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.4K
|
–
|
–
|
–
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$16.3K
|
+$15.5K
|
+411
|
New
|
|
|
11
|
|
$9.8K
|
+$9.48K
|
+252
|
New
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.93K
|
-$3.76K
|
-100
|
-40%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$356
|
–
|
–
|
–
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$119
|
+$113
|
+3
|
New
|
|
|
15
|
GTS Securities
Miami,
Florida
|
–
|
-$369K
|
-11,315
|
Closed
|
|
|
16
|
Bank of New York Mellon
New York
|
–
|
-$266K
|
-8,152
|
Closed
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$19.2K
|
-589
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$16.4K
|
-502
|
Closed
|
|
