|
1
|
|
$39.7M
|
-$8.33M
|
-74,313
|
-17%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.3M
|
+$3.16M
|
+28,199
|
+20%
|
|
|
3
|
Leuthold Group
Minneapolis,
Minnesota
|
$18.2M
|
-$529K
|
-4,725
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$2.31M
|
+20,593
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$12.7M
|
-113,712
|
-45%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.02M
|
-$7.23M
|
-64,563
|
-44%
|
|
|
7
|
Berkeley Capital Partners
Milton,
Georgia
|
$8.73M
|
+$4.22M
|
+37,712
|
+89%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.08M
|
+$191K
|
+1,704
|
+2%
|
|
|
9
|
Telemus Capital
Southfield,
Michigan
|
$6.92M
|
+$351K
|
+3,129
|
+5%
|
|
|
10
|
InterOcean Capital
Chicago,
Illinois
|
$4.89M
|
+$50.8K
|
+453
|
+1%
|
|
|
11
|
Menlo Advisors
Menlo Park,
California
|
$4.34M
|
–
|
–
|
–
|
|
|
12
|
Lesa Sroufe & Co
Seattle,
Washington
|
$3.84M
|
-$448
|
-4
|
-0%
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$3.61M
|
+$3.7M
|
+33,022
|
+132,088%
|
|
|
14
|
|
$3.42M
|
-$3.47K
|
-31
|
-0.1%
|
|
|
15
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3.31M
|
+$20.9K
|
+187
|
+0.6%
|
|
|
16
|
Ballew Advisors
Jackson,
Mississippi
|
$3.29M
|
+$2.74M
|
+24,443
|
+801%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$3.15M
|
-$291K
|
-2,599
|
-8%
|
|
|
18
|
Tuttle Capital Management
Riverside,
Connecticut
|
$3.14M
|
-$52.8K
|
-471
|
-2%
|
|
|
19
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.8M
|
+$193K
|
+1,723
|
+7%
|
|
|
20
|
Sicart Associates
New York
|
$2.71M
|
–
|
–
|
–
|
|
|
21
|
GAMCO Investors
Greenwich,
Connecticut
|
$2.58M
|
+$2.64M
|
+23,575
|
New
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.2M
|
–
|
–
|
–
|
|
|
23
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.15M
|
-$11.5K
|
-103
|
-0.5%
|
|
|
24
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.1M
|
-$104K
|
-930
|
-5%
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.92M
|
+$599K
|
+5,350
|
+44%
|
|
