|
1
|
GeoWealth Management
Chicago,
Illinois
|
$9.35M
|
-$3.53M
|
-156,245
|
-27%
|
|
|
2
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$8.12M
|
+$8.09M
|
+358,056
|
New
|
|
|
3
|
D. Scott Neal
Lexington,
Kentucky
|
$8.07M
|
+$710K
|
+31,408
|
+10%
|
|
|
4
|
|
$6.3M
|
-$16.8M
|
-743,985
|
-73%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.97M
|
-$287K
|
-12,719
|
-5%
|
|
|
6
|
SSI Investment Management
Los Angeles,
California
|
$4.08M
|
-$452K
|
-20,000
|
-10%
|
|
|
7
|
|
$3.5M
|
+$3.49M
|
+154,401
|
New
|
|
|
8
|
Renaissance Technologies
New York
|
$2.96M
|
-$1.34M
|
-59,400
|
-31%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$2.95M
|
+$1.17M
|
+51,753
|
+66%
|
|
|
10
|
Sepio Capital
Salt Lake City,
Utah
|
$2.91M
|
–
|
–
|
–
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.89M
|
-$2.94M
|
-130,054
|
-51%
|
|
|
12
|
Oppenheimer & Co
New York
|
$2.46M
|
-$297K
|
-13,150
|
-11%
|
|
|
13
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$2.05M
|
-$363K
|
-16,077
|
-15%
|
|
|
14
|
Worth Asset Management
Dallas,
Texas
|
$2.02M
|
-$1.7M
|
-75,192
|
-46%
|
|
|
15
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1.86M
|
+$345K
|
+15,275
|
+23%
|
|
|
16
|
TRUADVICE
Sarasota,
Florida
|
$1.76M
|
-$233K
|
-10,314
|
-11%
|
|
|
17
|
Jefferies Financial Group
New York
|
$1.16M
|
+$1.16M
|
+51,316
|
New
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.11M
|
+$1.1M
|
+48,879
|
New
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.05M
|
-$1.83M
|
-81,195
|
-64%
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$999K
|
+$1.01M
|
+44,721
|
+4,472,100%
|
|
|
21
|
BOS Asset Management
Springfield,
Illinois
|
$991K
|
+$988K
|
+43,704
|
New
|
|
|
22
|
|
$747K
|
+$744K
|
+32,932
|
New
|
|
|
23
|
Cutler Group
San Francisco,
California
|
$695K
|
+$686K
|
+30,345
|
+10,115%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$670K
|
+$245K
|
+10,823
|
+58%
|
|
|
25
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$662K
|
–
|
–
|
–
|
|
