|
1
|
Davidson Capital Management
Corpus Christi,
Texas
|
$20.5M
|
-$6.74M
|
-235,401
|
-25%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$9.82M
|
+$3.2M
|
+112,003
|
+49%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.6M
|
+$485K
|
+16,946
|
+12%
|
|
|
4
|
TRUADVICE
Sarasota,
Florida
|
$2.62M
|
-$319K
|
-11,135
|
-11%
|
|
|
5
|
Jefferies Financial Group
New York
|
$2.17M
|
+$2.17M
|
+75,698
|
New
|
|
|
6
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.86M
|
+$1.86M
|
+64,929
|
New
|
|
|
7
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.68M
|
-$59.3K
|
-2,073
|
-3%
|
|
|
8
|
Values First Advisors
Gray,
Tennessee
|
$1.54M
|
-$946K
|
-33,048
|
-38%
|
|
|
9
|
|
$1.39M
|
+$191K
|
+6,692
|
+16%
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$1.03M
|
+35,848
|
+3,584,800%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.02M
|
-$12.2K
|
-428
|
-1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1M
|
+$315K
|
+11,023
|
+46%
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$826K
|
+$295K
|
+10,311
|
+56%
|
|
|
14
|
AllSquare Wealth Management
Albany,
New York
|
$655K
|
–
|
–
|
–
|
|
|
15
|
Founders Financial Securities
Towson,
Maryland
|
$551K
|
+$25.2K
|
+879
|
+5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$446K
|
+$183K
|
+6,408
|
+70%
|
|
|
17
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
18
|
Two Sigma Securities
New York
|
$310K
|
+$49.5K
|
+1,729
|
+19%
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$301K
|
-$166K
|
-5,800
|
-36%
|
|
|
20
|
Nadler Financial Group
Deerfield,
Illinois
|
$294K
|
+$294K
|
+10,277
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$278K
|
-$55.5K
|
-1,938
|
-17%
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
$215K
|
+$14.3K
|
+500
|
+7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$206K
|
+$126K
|
+4,391
|
+157%
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$205K
|
+$205K
|
+7,160
|
New
|
|
|
25
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$205K
|
+$205K
|
+7,160
|
New
|
|
