|
1
|
Portfolio Strategies
Monsey,
New York
|
$45.3M
|
+$23M
|
+626,424
|
+134%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.06M
|
+$366K
|
+9,981
|
+5%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.7M
|
-$1.07M
|
-29,247
|
-41%
|
|
|
4
|
|
$1.53M
|
-$1.49M
|
-40,640
|
-52%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$473K
|
+12,908
|
+82%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$790K
|
+$281K
|
+7,679
|
+67%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$662K
|
+$126K
|
+3,450
|
+27%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$606K
|
+$30.9K
|
+844
|
+6%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$415K
|
+$41.5K
|
+1,133
|
+13%
|
|
|
10
|
Spreng Capital Management
Bucyrus,
Ohio
|
$221K
|
+$141K
|
+3,852
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$211K
|
+$81.2K
|
+2,214
|
+76%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
+$180K
|
+4,911
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$143K
|
-$2.16K
|
-59
|
-2%
|
|
|
14
|
|
$60.1K
|
+$50.2K
|
+1,370
|
+1,575%
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$44.5K
|
+$44K
|
+1,200
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$40.8K
|
+$17.6K
|
+481
|
+94%
|
|
|
18
|
|
$37.1K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.2K
|
+$6.23K
|
+170
|
+32%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$25.4K
|
+$2.09K
|
+57
|
+10%
|
|
|
21
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$24.7K
|
–
|
–
|
–
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.6K
|
+$18.3K
|
+500
|
New
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$20.4K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$14.8K
|
+$13.2K
|
+360
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$14.3K
|
+$12.7K
|
+346
|
New
|
|
