|
1
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$21.5M
|
-$2.4M
|
-239,232
|
-10%
|
|
|
2
|
EFG Asset Management
Portland,
Oregon
|
$9.14M
|
+$155M
|
+15,473,936
|
+73%
|
|
|
3
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$7.53M
|
+$155K
|
+15,488
|
+2%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.23M
|
-$65.9K
|
-6,576
|
-5%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$700K
|
+69,840
|
+213%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$747K
|
–
|
–
|
–
|
|
|
7
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$670K
|
+$63.7K
|
+6,356
|
+10%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$597K
|
+$599K
|
+59,708
|
New
|
|
|
9
|
IMC Chicago
Chicago,
Illinois
|
$525K
|
–
|
–
|
–
|
|
|
10
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$514K
|
–
|
–
|
–
|
|
|
11
|
Valeo Financial Advisors
Carmel,
Indiana
|
$495K
|
–
|
–
|
–
|
|
|
12
|
|
$452K
|
+$147K
|
+14,636
|
+48%
|
|
|
13
|
Beaton Management Company
Haverhill,
Massachusetts
|
$337K
|
-$4.01K
|
-400
|
-1%
|
|
|
14
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$277K
|
+$49.6K
|
+4,948
|
+22%
|
|
|
15
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$248K
|
–
|
–
|
–
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$203K
|
–
|
–
|
–
|
|
|
17
|
Advisory Alpha
Holland,
Michigan
|
$203K
|
+$204K
|
+20,356
|
New
|
|
|
18
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$76K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76K
|
–
|
–
|
–
|
|
|
20
|
|
$71K
|
+$71.4K
|
+7,124
|
New
|
|
|
21
|
West Paces Advisors
Atlanta,
Georgia
|
$40K
|
–
|
–
|
–
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$26K
|
-$2.61K
|
-260
|
-9%
|
|
|
23
|
|
$25K
|
–
|
–
|
–
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$23K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
