|
1
|
Rockefeller Capital Management
New York
|
$469K
|
–
|
–
|
–
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$457K
|
+$41K
|
+2,880
|
+10%
|
|
|
3
|
|
$385K
|
-$57.3K
|
-4,025
|
-13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$322K
|
-$7.94K
|
-558
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$322K
|
+$305K
|
+21,428
|
+3,990%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$229K
|
+$222K
|
+15,607
|
New
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$136K
|
–
|
–
|
–
|
|
|
8
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$13.3K
|
–
|
–
|
–
|
|
|
9
|
Investors Research Corp
Atlanta,
Georgia
|
$9.4K
|
–
|
–
|
–
|
|
|
10
|
Van Den Berg Management I
Austin,
Texas
|
$4.76K
|
–
|
–
|
–
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$4.39K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.05K
|
+$1.02K
|
+72
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
14
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$1.5M
|
-103,666
|
Closed
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$441K
|
-30,539
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$173K
|
-11,981
|
Closed
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$52.1K
|
-4,242
|
Closed
|
|
|
18
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$58.6K
|
-4,063
|
Closed
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$4.36K
|
-302
|
Closed
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$2.29K
|
-159
|
Closed
|
|
|
21
|
|
–
|
-$16
|
-1
|
Closed
|
|
