|
1
|
Retirement Capital Strategies
San Jose,
California
|
$11.1M
|
+$11.2M
|
+396,809
|
New
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.24M
|
+$5.3M
|
+187,874
|
New
|
|
|
3
|
|
$3.66M
|
+$2.34M
|
+82,823
|
+171%
|
|
|
4
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.42M
|
+$2.24M
|
+79,221
|
+1,106%
|
|
|
5
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$2.42M
|
+$2.24M
|
+79,221
|
+1,106%
|
|
|
6
|
TRUADVICE
Sarasota,
Florida
|
$2.27M
|
-$350K
|
-12,406
|
-13%
|
|
|
7
|
Jefferies Financial Group
New York
|
$2.11M
|
–
|
–
|
–
|
|
|
8
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.57M
|
-$58.7K
|
-2,080
|
-4%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.4M
|
+$1.42M
|
+50,192
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$603K
|
+21,376
|
+137%
|
|
|
11
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$997K
|
–
|
–
|
–
|
|
|
12
|
Values First Advisors
Gray,
Tennessee
|
$786K
|
-$719K
|
-25,496
|
-47%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$705K
|
-$272K
|
-9,646
|
-28%
|
|
|
14
|
AllSquare Wealth Management
Albany,
New York
|
$630K
|
-$7.05K
|
-250
|
-1%
|
|
|
15
|
Iams Wealth Management
Omaha,
Nebraska
|
$609K
|
+$613K
|
+21,736
|
New
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$598K
|
+$337K
|
+11,955
|
+123%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$300K
|
-$510K
|
-18,064
|
-63%
|
|
|
18
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$279K
|
-$14.1K
|
-500
|
-5%
|
|
|
19
|
Two Sigma Securities
New York
|
$238K
|
-$64.6K
|
-2,289
|
-21%
|
|
|
20
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$231K
|
-$104K
|
-3,700
|
-31%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$219K
|
+$10.2K
|
+360
|
+5%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$140K
|
–
|
–
|
–
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$58.5K
|
–
|
–
|
–
|
|
|
24
|
Caldwell Trust
Venice,
Florida
|
$33.9K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$30.9K
|
-$172K
|
-6,088
|
-85%
|
|
