|
1
|
Global View Capital Management
Waukesha,
Wisconsin
|
$23.2M
|
-$799K
|
-16,330
|
-3%
|
|
|
2
|
GenWealth Group
Maplewood,
New Jersey
|
$6.47M
|
+$361K
|
+7,386
|
+6%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$5.2M
|
+$5.56M
|
+113,618
|
New
|
|
|
4
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$3.05M
|
-$9.78K
|
-200
|
-0.3%
|
|
|
5
|
CPR Investments
Rochester,
Michigan
|
$2.08M
|
+$130K
|
+2,658
|
+6%
|
|
|
6
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.16M
|
-$14.4K
|
-294
|
-1%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.14M
|
–
|
–
|
–
|
|
|
8
|
Quadrature Capital
London,
United Kingdom
|
$1.03M
|
-$3.35M
|
-68,422
|
-75%
|
|
|
9
|
Castleview Partners
Dallas,
Texas
|
$912K
|
+$92.1K
|
+1,882
|
+10%
|
|
|
10
|
Beaton Management Company
Haverhill,
Massachusetts
|
$782K
|
-$4.89K
|
-100
|
-0.6%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$754K
|
+$806K
|
+16,472
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$725K
|
+$227K
|
+4,650
|
+42%
|
|
|
13
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$687K
|
-$6.26K
|
-128
|
-0.8%
|
|
|
14
|
VisionPoint Advisory Group
Dallas,
Texas
|
$650K
|
-$1.44M
|
-29,430
|
-67%
|
|
|
15
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$565K
|
-$481K
|
-9,826
|
-44%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$532K
|
–
|
–
|
–
|
|
|
17
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$478K
|
+$17.2K
|
+352
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$420K
|
-$140K
|
-2,860
|
-24%
|
|
|
19
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$410K
|
-$156K
|
-3,196
|
-26%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$390K
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$316K
|
–
|
–
|
–
|
|
|
22
|
MGO One Seven
Beachwood,
Ohio
|
$274K
|
–
|
–
|
–
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$261K
|
–
|
–
|
–
|
|
|
24
|
Keener Financial Planning
Keller,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
-$49.9K
|
-1,020
|
-16%
|
|
