|
1
|
|
$11.9M
|
+$2.41M
|
+142,700
|
+25%
|
|
|
2
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.4M
|
+$1.44M
|
+85,000
|
New
|
|
|
3
|
Stelac Advisory Services
New York
|
$952K
|
-$354K
|
-20,929
|
-27%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$855K
|
+$879K
|
+52,000
|
New
|
|
|
5
|
Ionic Capital Management
New York
|
$588K
|
+$604K
|
+35,731
|
New
|
|
|
6
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$457K
|
-$3.46K
|
-205
|
-0.7%
|
|
|
7
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$264K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$225K
|
+$2.03K
|
+120
|
+0.9%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$211K
|
+$693
|
+41
|
+0.3%
|
|
|
10
|
Successful Portfolios
Clearwater,
Florida
|
$173K
|
+$177K
|
+10,500
|
New
|
|
|
11
|
DZ Bank
Frankfurt Am Main,
Germany
|
$165K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$95K
|
–
|
–
|
–
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
+$10.5K
|
+620
|
+354%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
+$11K
|
+652
|
New
|
|
|
15
|
|
$10K
|
-$7.95K
|
-470
|
-43%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$9K
|
+$338
|
+20
|
+4%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
+$1.69K
|
+100
|
+100%
|
|
|
19
|
|
–
|
-$232K
|
-12,598
|
Closed
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$187K
|
-10,161
|
Closed
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$33K
|
-1,800
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$85
|
-5
|
Closed
|
|
