|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.25M
|
+$506K
|
+18,373
|
+40%
|
|
|
2
|
Centric Wealth Management
Chicago,
Illinois
|
$822K
|
–
|
–
|
–
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$690K
|
+$307K
|
+11,152
|
+45%
|
|
|
4
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$406K
|
-$46.3K
|
-1,682
|
-7%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$399K
|
-$382K
|
-13,881
|
-43%
|
|
|
6
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$385K
|
+$16K
|
+581
|
+3%
|
|
|
7
|
Centaurus Financial
Anaheim,
California
|
$178K
|
+$38.6K
|
+1,400
|
+18%
|
|
|
8
|
Farther Finance Advisors
San Francisco,
California
|
$49.4K
|
-$213K
|
-7,715
|
-75%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.4K
|
+$27.5K
|
+1,000
|
+80%
|
|
|
10
|
American Capital Advisory
Ketchum,
Idaho
|
$19.3K
|
–
|
–
|
–
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$9.6K
|
-$2.48K
|
-90
|
-15%
|
|
|
12
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$7.84K
|
-$16.5K
|
-598
|
-60%
|
|
|
13
|
Brown Brothers Harriman & Co
New York
|
$5.02K
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$4.71K
|
–
|
–
|
–
|
|
|
15
|
Crewe Advisors
Salt Lake City,
Utah
|
$2.26K
|
–
|
–
|
–
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$1.06K
|
-$1.38K
|
-50
|
-48%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$850
|
+$1.21K
|
+44
|
New
|
|
|
18
|
|
$39
|
+$55
|
+2
|
New
|
|
|
19
|
|
–
|
-$3.83M
|
-139,790
|
Closed
|
|
|
20
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
–
|
-$595K
|
-21,750
|
Closed
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$234K
|
-8,561
|
Closed
|
|
|
22
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$53K
|
-1,935
|
Closed
|
|
|
23
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$9.72K
|
-355
|
Closed
|
|
|
24
|
Evolution Wealth Management
Fort Myers,
Florida
|
–
|
-$2.74K
|
-100
|
Closed
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
–
|
-$2.66K
|
-97
|
Closed
|
|
