|
1
|
Portfolio Strategies
Monsey,
New York
|
$15.9M
|
+$16.7M
|
+467,675
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.31M
|
+$1.86M
|
+52,187
|
+39%
|
|
|
3
|
|
$2.65M
|
-$1.34M
|
-37,744
|
-33%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.4M
|
+$2.51M
|
+70,555
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$537K
|
+$224K
|
+6,293
|
+66%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$471K
|
+$493K
|
+13,841
|
New
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$429K
|
-$14.2K
|
-398
|
-3%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$390K
|
-$34.2K
|
-959
|
-8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$327K
|
+$35.5K
|
+995
|
+12%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$304K
|
+$318K
|
+8,935
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120K
|
+$31.7K
|
+890
|
+34%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.1K
|
+$90.8K
|
+2,548
|
+698%
|
|
|
13
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$41K
|
+$3.67K
|
+103
|
+9%
|
|
|
14
|
|
$30.6K
|
–
|
–
|
–
|
|
|
15
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$20.4K
|
+$21.4K
|
+600
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.3K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$19.1K
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$17.3K
|
+$18.1K
|
+509
|
New
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$16.8K
|
–
|
–
|
–
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$8.51K
|
–
|
–
|
–
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.1K
|
–
|
–
|
–
|
|
|
22
|
Trust Company
Manhattan,
Kansas
|
$4.39K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.4K
|
–
|
–
|
–
|
|
|
24
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.4K
|
+$3.56K
|
+100
|
New
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.16K
|
–
|
–
|
–
|
|
