|
1
|
|
$10.4M
|
+$5.25M
|
+182,128
|
+107%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$523K
|
–
|
–
|
–
|
|
|
3
|
Cetera Advisors
Denver,
Colorado
|
$513K
|
+$37.5K
|
+1,300
|
+8%
|
|
|
4
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$480K
|
+$469K
|
+16,281
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$458K
|
+$179K
|
+6,211
|
+67%
|
|
|
6
|
Level Four Advisory Services
Dallas,
Texas
|
$202K
|
+$198K
|
+6,860
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$28K
|
+$14.9K
|
+518
|
+123%
|
|
|
8
|
Clearstead Advisors
Cleveland,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.3K
|
–
|
–
|
–
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
11
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
+$1.44K
|
+50
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.11M
|
-30,889
|
Closed
|
|
|
13
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$443K
|
-12,311
|
Closed
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$309K
|
-8,585
|
Closed
|
|
|
15
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
–
|
-$270K
|
-7,500
|
Closed
|
|
|
16
|
IAM Advisory
Easton,
Pennsylvania
|
–
|
-$266K
|
-6,485
|
Closed
|
|
|
17
|
DZ Bank
Frankfurt Am Main,
Germany
|
–
|
-$180K
|
-5,000
|
Closed
|
|
|
18
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$60K
|
-1,672
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$44K
|
-1,216
|
Closed
|
|
|
20
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
–
|
-$36K
|
-1,000
|
Closed
|
|
|
21
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$5K
|
-147
|
Closed
|
|
