|
1
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.62M
|
-$10.9K
|
-450
|
-0.3%
|
|
|
2
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$3.38M
|
-$147K
|
-6,066
|
-4%
|
|
|
3
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.75M
|
+$803K
|
+33,116
|
+42%
|
|
|
4
|
|
$1.81M
|
+$1.8M
|
+74,341
|
New
|
|
|
5
|
AllGen Financial Advisors
Orlando,
Florida
|
$898K
|
+$291K
|
+11,990
|
+48%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$678K
|
+$42.8K
|
+1,763
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$580K
|
+$141K
|
+5,828
|
+33%
|
|
|
8
|
Flow Traders U.S.
New York
|
$566K
|
-$1.7M
|
-70,047
|
-75%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$496K
|
-$124K
|
-5,124
|
-20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$421K
|
+$89.6K
|
+3,694
|
+27%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$370K
|
+$364
|
+15
|
+0.1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$260K
|
-$64.2K
|
-2,648
|
-20%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$231K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$74K
|
+$73.9K
|
+3,045
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
16
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$20K
|
-$2.69M
|
-110,870
|
-99%
|
|
|
17
|
Community Bank
Dewitt,
New York
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$1.34M
|
-55,755
|
Closed
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.3M
|
-54,161
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$600K
|
-24,912
|
Closed
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
–
|
-$365K
|
-15,171
|
Closed
|
|
|
23
|
|
–
|
-$270K
|
-11,215
|
Closed
|
|
|
24
|
Baker Ellis Asset Management
Vancouver,
Washington
|
–
|
-$217K
|
-9,000
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$24
|
+1
|
New
|
|
