|
1
|
Atlas Wealth
Cincinnati,
Ohio
|
$11.5M
|
+$11.5M
|
+988,553
|
New
|
|
|
2
|
Saba Capital Management
New York
|
$10M
|
+$186
|
+16
|
+0%
|
|
|
3
|
|
$4.5M
|
-$898K
|
-77,070
|
-16%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.04M
|
+$69.8K
|
+5,994
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.03M
|
-$1.06M
|
-90,926
|
-26%
|
|
|
6
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$2.99M
|
+$186K
|
+15,976
|
+7%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$2.61M
|
+$81.5K
|
+7,000
|
+3%
|
|
|
8
|
Logan Stone Capital
Chicago,
Illinois
|
$2.21M
|
-$45.5K
|
-3,907
|
-2%
|
|
|
9
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.78M
|
-$75.6K
|
-6,492
|
-4%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.59M
|
+$257K
|
+22,070
|
+19%
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.51M
|
+$1.44M
|
+123,722
|
+1,647%
|
|
|
12
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.43M
|
+$93.5K
|
+8,032
|
+7%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$1.37M
|
+$207K
|
+17,769
|
+18%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.24M
|
-$164K
|
-14,056
|
-12%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.14M
|
-$36.4K
|
-3,122
|
-3%
|
|
|
16
|
|
$1.13M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$211K
|
+18,100
|
+26%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$893K
|
+$910K
|
+78,125
|
New
|
|
|
19
|
Oppenheimer & Co
New York
|
$720K
|
-$86.4K
|
-7,416
|
-11%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$635K
|
-$29.9K
|
-2,563
|
-4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$612K
|
+$24.1K
|
+2,073
|
+4%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$534K
|
-$75.6K
|
-6,489
|
-12%
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
$513K
|
-$255K
|
-21,923
|
-33%
|
|
|
24
|
NWF Advisory Services
Los Angeles,
California
|
$479K
|
-$74.5K
|
-6,400
|
-13%
|
|
|
25
|
Wealth Alliance
Mellville,
New York
|
$457K
|
–
|
–
|
–
|
|
