|
1
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.07M
|
+$1.21M
|
+17,356
|
+33%
|
|
|
2
|
Cypress Wealth Services
Palm Desert,
California
|
$1.83M
|
-$191K
|
-2,749
|
-10%
|
|
|
3
|
Stephens Inc
Little Rock,
Arkansas
|
$1.02M
|
-$73K
|
-1,050
|
-7%
|
|
|
4
|
Belpointe Asset Management
Reno,
Nevada
|
$629K
|
-$38.5K
|
-554
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$614K
|
-$505K
|
-7,262
|
-46%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$471K
|
+$190K
|
+2,738
|
+72%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$345K
|
-$12.9K
|
-186
|
-4%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$218K
|
-$639K
|
-9,187
|
-66%
|
|
|
9
|
Verus Capital Partners
Scottsdale,
Arizona
|
$123K
|
+$119K
|
+1,705
|
New
|
|
|
10
|
LifePlan Financial Group
Dayton,
Ohio
|
$108K
|
–
|
–
|
–
|
|
|
11
|
Johanson Financial Advisors
Campbell,
California
|
$95.3K
|
+$92.1K
|
+1,325
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$76K
|
-$60.2K
|
-866
|
-45%
|
|
|
13
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$45K
|
+$43.4K
|
+625
|
New
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$28.8K
|
–
|
–
|
–
|
|
|
16
|
Howard Wealth Management
Madison,
Connecticut
|
$5K
|
+$5.7K
|
+82
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$214K
|
-3,192
|
Closed
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$11K
|
-164
|
Closed
|
|
