|
1
|
|
$15M
|
-$1.69M
|
-26,156
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.97M
|
-$674K
|
-10,433
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.16M
|
+$449K
|
+6,957
|
+12%
|
|
|
4
|
|
$2.11M
|
+$2.16M
|
+33,366
|
New
|
|
|
5
|
Verity Asset Management
Durham,
North Carolina
|
$2.08M
|
+$535K
|
+8,278
|
+33%
|
|
|
6
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.85M
|
-$5.4M
|
-83,554
|
-74%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.66M
|
-$58.1K
|
-899
|
-3%
|
|
|
8
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.21M
|
+$965K
|
+14,945
|
+357%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.17M
|
+$1.2M
|
+18,597
|
New
|
|
|
10
|
Grimes & Company
Westborough,
Massachusetts
|
$1.17M
|
+$1.19M
|
+18,487
|
New
|
|
|
11
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$905K
|
-$17.8K
|
-275
|
-2%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$688K
|
+$341K
|
+5,285
|
+94%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$624K
|
–
|
–
|
–
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$618K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$484K
|
-$1.6M
|
-24,833
|
-76%
|
|
|
16
|
|
$470K
|
-$1.49M
|
-23,134
|
-76%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$432K
|
–
|
–
|
–
|
|
|
18
|
Argent Trust Co
Nashville,
Tennessee
|
$253K
|
+$259K
|
+4,006
|
New
|
|
|
19
|
SG Americas Securities
New York
|
$112K
|
+$115K
|
+1,773
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$99K
|
-$114K
|
-1,764
|
-53%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$75K
|
-$649K
|
-10,047
|
-89%
|
|
|
22
|
Cutler Group
San Francisco,
California
|
$75K
|
+$54.9K
|
+850
|
+243%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$26K
|
-$19.2K
|
-297
|
-42%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.43K
|
+$2.71K
|
+42
|
+70%
|
|
