|
1
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.57M
|
+$5.99M
|
+271,565
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$3.49M
|
+$506K
|
+22,939
|
+16%
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$2.18M
|
+$2.34M
|
+106,156
|
New
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.89M
|
+$6.22K
|
+282
|
+0.3%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.51M
|
-$2.29M
|
-104,036
|
-59%
|
|
|
6
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$741K
|
-$1.63K
|
-74
|
-0.2%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$571K
|
+$614K
|
+27,855
|
New
|
|
|
8
|
|
$460K
|
-$1.15M
|
-52,255
|
-70%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$328K
|
+$3.22K
|
+146
|
+0.9%
|
|
|
10
|
Horan Securities
Cincinnati,
United States
|
$217K
|
-$24.8K
|
-1,125
|
-10%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$112K
|
+$120K
|
+5,445
|
New
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$104K
|
+$112K
|
+5,067
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$88K
|
–
|
–
|
–
|
|
|
15
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$53K
|
+$56.8K
|
+2,577
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$36K
|
-$5.86K
|
-266
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$35K
|
-$4.85K
|
-220
|
-11%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$3.03M
|
-140,000
|
Closed
|
|
|
21
|
Mattern Capital Management
Lakewood,
Colorado
|
–
|
-$215K
|
-9,935
|
Closed
|
|
