|
1
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$45M
|
+$25M
|
+492,971
|
+127%
|
|
|
2
|
Darwin Wealth Management
Tampa,
Florida
|
$7.97M
|
+$190K
|
+3,739
|
+2%
|
|
|
3
|
|
$4.87M
|
-$5.43M
|
-106,880
|
-53%
|
|
|
4
|
Castleview Partners
Dallas,
Texas
|
$2.11M
|
+$272K
|
+5,355
|
+15%
|
|
|
5
|
L & S Advisors
Los Angeles,
California
|
$1.7M
|
-$67.6K
|
-1,331
|
-4%
|
|
|
6
|
Armis Advisers
Atlanta,
Georgia
|
$1.18M
|
+$1.18M
|
+23,199
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$940K
|
+$256K
|
+5,035
|
+38%
|
|
|
8
|
VisionPoint Advisory Group
Dallas,
Texas
|
$555K
|
-$110K
|
-2,160
|
-17%
|
|
|
9
|
Ferguson Shapiro
Decatur,
Georgia
|
$493K
|
+$491K
|
+9,663
|
New
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$400K
|
+$399K
|
+7,853
|
New
|
|
|
11
|
|
$364K
|
-$83.9K
|
-1,653
|
-19%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$229K
|
+$22.3K
|
+440
|
+11%
|
|
|
13
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$40.8K
|
+$40.6K
|
+800
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.4K
|
+$20.3K
|
+400
|
New
|
|
|
15
|
Basso Capital Management
Stamford,
Connecticut
|
$9.43K
|
+$9.39K
|
+185
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.93K
|
+$3.91K
|
+77
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.48K
|
+$1.47K
|
+29
|
New
|
|
|
18
|
VanEck Associates
New York
|
–
|
-$10.7M
|
-210,000
|
Closed
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
–
|
-$83.9K
|
-1,650
|
Closed
|
|
