|
1
|
|
$3.53M
|
-$110K
|
-4,345
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
+$3.02M
|
+118,710
|
+878%
|
|
|
3
|
|
$2.36M
|
+$1.16M
|
+45,708
|
+97%
|
|
|
4
|
Banta Asset Management
Newport Beach,
California
|
$2.2M
|
+$705K
|
+27,750
|
+47%
|
|
|
5
|
Flow Traders U.S.
New York
|
$1.86M
|
+$414K
|
+16,316
|
+29%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$985K
|
+38,787
|
+184%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$700K
|
+$454K
|
+17,864
|
+184%
|
|
|
8
|
WrapManager Inc
Mill Valley,
California
|
$647K
|
+$29.6K
|
+1,164
|
+5%
|
|
|
9
|
4Thought Financial Group
Syosset,
New York
|
$622K
|
+$95.4K
|
+3,756
|
+18%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$448K
|
+$65.6K
|
+2,583
|
+17%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$393K
|
-$12.6K
|
-495
|
-3%
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
$383K
|
+$383K
|
+15,094
|
New
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$356K
|
+$356K
|
+14,008
|
New
|
|
|
14
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$336K
|
+$339K
|
+13,364
|
New
|
|
|
15
|
Regal Investment Advisors
Kentwood,
Michigan
|
$317K
|
+$26K
|
+1,025
|
+9%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$295K
|
+$201K
|
+7,922
|
+213%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$136K
|
+$34.3K
|
+1,351
|
+34%
|
|
|
18
|
SJS Investment Consulting
Sylvania,
Ohio
|
$39K
|
+$38.8K
|
+1,529
|
New
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.81M
|
-70,710
|
Closed
|
|
|
22
|
|
–
|
-$1.38M
|
-54,046
|
Closed
|
|
