|
1
|
Trilogy Capital
Irvine,
California
|
$12.9M
|
+$206K
|
+8,764
|
+2%
|
|
|
2
|
Harborview Advisors
Portland,
Maine
|
$9.49M
|
-$2.88M
|
-122,432
|
-23%
|
|
|
3
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$6.95M
|
+$75.7K
|
+3,212
|
+1%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.45M
|
+$536K
|
+22,768
|
+11%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$2.22M
|
-$804K
|
-34,140
|
-26%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
-$317K
|
-13,440
|
-13%
|
|
|
7
|
|
$1.8M
|
+$67.9K
|
+2,882
|
+4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.62M
|
+$76.2K
|
+3,234
|
+5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$273K
|
+11,596
|
+30%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.14M
|
-$5.47K
|
-232
|
-0.5%
|
|
|
11
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$839K
|
-$389K
|
-16,524
|
-32%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$385K
|
+$471
|
+20
|
+0.1%
|
|
|
13
|
Centaurus Financial
Anaheim,
California
|
$316K
|
-$1.3M
|
-55,190
|
-80%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
15
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$283K
|
+$8.67K
|
+368
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$176K
|
-$44.2K
|
-1,874
|
-20%
|
|
|
17
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$42K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$11K
|
+$10.6K
|
+450
|
New
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Pacific Capital Wealth Advisors
Corona,
California
|
$9K
|
+$9.42K
|
+400
|
New
|
|
|
22
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
–
|
-$5.65M
|
-240,320
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$737K
|
-31,362
|
Closed
|
|
|
24
|
|
–
|
-$28K
|
-1,200
|
Closed
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$11K
|
-454
|
Closed
|
|
