|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$27.9M
|
-$2.56M
|
-91,988
|
-9%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.58M
|
-$2.45M
|
-88,108
|
-26%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.35M
|
-$316K
|
-11,366
|
-20%
|
|
|
4
|
Ascension Capital Advisors
Houston,
Texas
|
$664K
|
+$15.9K
|
+570
|
+3%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$490K
|
+$450K
|
+16,189
|
New
|
|
|
6
|
Able Wealth Management
Toms River,
New Jersey
|
$293K
|
+$269K
|
+9,687
|
New
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$250K
|
-$10.5K
|
-379
|
-4%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$224K
|
-$219K
|
-7,862
|
-52%
|
|
|
9
|
Nova Wealth Management
Bonita Springs,
Florida
|
$57.1K
|
+$52.5K
|
+1,886
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.9K
|
-$7.45K
|
-268
|
-17%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.9K
|
+$7.23K
|
+260
|
+71%
|
|
|
12
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$11.3K
|
+$10.3K
|
+372
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.57K
|
–
|
–
|
–
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$394
|
-$3.09K
|
-111
|
-90%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$273
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$305K
|
-11,046
|
Closed
|
|
