|
1
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.5M
|
-$137K
|
-7,216
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.96M
|
-$205K
|
-10,816
|
-9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$980K
|
-$63.2K
|
-3,329
|
-6%
|
|
|
4
|
|
$797K
|
-$13.7K
|
-724
|
-2%
|
|
|
5
|
|
$795K
|
-$313K
|
-16,524
|
-28%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$701K
|
+$626
|
+33
|
+0.1%
|
|
|
7
|
|
$548K
|
-$7.97K
|
-420
|
-1%
|
|
|
8
|
Financial Sense Advisors
San Diego,
California
|
$474K
|
+$199K
|
+10,500
|
+72%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$293K
|
-$848K
|
-44,695
|
-74%
|
|
|
10
|
|
$293K
|
+$293K
|
+15,463
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$174K
|
+$7.78K
|
+410
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$145K
|
+$38.3K
|
+2,018
|
+36%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$136K
|
-$10K
|
-526
|
-7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$124K
|
-$144K
|
-7,566
|
-54%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$60K
|
-$266
|
-14
|
-0.4%
|
|
|
16
|
First Interstate Bank
Billings,
Montana
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19K
|
+$19K
|
+1,000
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
20
|
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$16K
|
-871
|
Closed
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$4K
|
-220
|
Closed
|
|
