|
1
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.59M
|
+$1.8M
|
+74,657
|
+101%
|
|
|
2
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$3.48M
|
+$35.9K
|
+1,486
|
+1%
|
|
|
3
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.69M
|
+$2.7M
|
+111,700
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$2.25M
|
+$162K
|
+6,727
|
+8%
|
|
|
5
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.91M
|
+$1.92M
|
+79,429
|
New
|
|
|
6
|
Trek Financial
Scottsdale,
Arizona
|
$1.34M
|
+$424K
|
+17,569
|
+46%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.3M
|
+$288K
|
+11,916
|
+28%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$627K
|
+$545K
|
+22,570
|
+649%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$614K
|
-$8.64K
|
-358
|
-1%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$600K
|
+$601K
|
+24,912
|
New
|
|
|
11
|
AllGen Financial Advisors
Orlando,
Florida
|
$598K
|
+$599K
|
+24,826
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$432K
|
+$353K
|
+14,626
|
+443%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$365K
|
+$2.9K
|
+120
|
+0.8%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$365K
|
+$366K
|
+15,171
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$327K
|
+$328K
|
+13,576
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
-$193K
|
-7,985
|
-37%
|
|
|
17
|
|
$270K
|
+$114K
|
+4,730
|
+73%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$228K
|
+$229K
|
+9,485
|
New
|
|
|
19
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$217K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
+$3.48K
|
+144
|
New
|
|
|
23
|
|
–
|
-$1.78M
|
-74,767
|
Closed
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$486K
|
-20,469
|
Closed
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$206K
|
-8,678
|
Closed
|
|
