|
1
|
ShariaPortfolio
Lake Mary,
Florida
|
$22M
|
-$867K
|
-29,609
|
-4%
|
|
|
2
|
rebel Financial
Groveport,
Ohio
|
$4.9M
|
-$22.8K
|
-778
|
-0.4%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$3.88M
|
-$5.56M
|
-189,739
|
-58%
|
|
|
4
|
|
$2.84M
|
+$1.48M
|
+50,587
|
+101%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.69M
|
+$593K
|
+20,252
|
+27%
|
|
|
6
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.17M
|
+$2.25M
|
+76,806
|
New
|
|
|
7
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.42M
|
-$918K
|
-31,349
|
-39%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$486K
|
+$504K
|
+17,218
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$434K
|
+$1.08K
|
+37
|
+0.2%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$360K
|
+$37.1K
|
+1,267
|
+11%
|
|
|
11
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$359K
|
+$169K
|
+5,780
|
+83%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$303K
|
–
|
–
|
–
|
|
|
13
|
Valeo Financial Advisors
Carmel,
Indiana
|
$299K
|
+$311K
|
+10,610
|
New
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$297K
|
+$308K
|
+10,522
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$278K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$233K
|
+$45.1K
|
+1,538
|
+23%
|
|
|
17
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$221K
|
+$229K
|
+7,829
|
New
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$125K
|
+$72.3K
|
+2,468
|
+129%
|
|
|
19
|
Pacific Center for Financial Services
San Ramon,
California
|
$60.4K
|
+$32.3K
|
+1,103
|
+106%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$41.2K
|
–
|
–
|
–
|
|
|
21
|
Burk Holdings
Tulsa,
Oklahoma
|
$23.6K
|
+$24.5K
|
+838
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
–
|
–
|
–
|
|
|
23
|
Gables Capital Management
Miami,
Florida
|
$10.3K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$5.16K
|
+$5.36K
|
+183
|
New
|
|
|
25
|
GTS Securities
Miami,
Florida
|
–
|
-$2.1M
|
-76,748
|
Closed
|
|
