|
1
|
Wallace Advisory Group
Lafayette,
California
|
$3.67M
|
+$1.01M
|
+32,715
|
+39%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.09M
|
+$3.65M
|
+117,951
|
New
|
|
|
3
|
|
$2.55M
|
-$1.87M
|
-60,566
|
-38%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.03M
|
+$873K
|
+28,212
|
+251%
|
|
|
5
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$881K
|
+$352K
|
+11,382
|
+53%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$802K
|
-$2.47M
|
-79,710
|
-72%
|
|
|
7
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$755K
|
-$4.58K
|
-148
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$719K
|
+$395K
|
+12,753
|
+87%
|
|
|
9
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$204K
|
-$24.9M
|
-806,097
|
-99%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$160K
|
+$52.4K
|
+1,693
|
+38%
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$77.3K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59K
|
+$69.5K
|
+2,247
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.7K
|
-$1.54M
|
-49,723
|
-97%
|
|
|
15
|
|
$29.7K
|
+$22.7K
|
+735
|
+185%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11.6K
|
+$13.7K
|
+444
|
New
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$6.89K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3.14K
|
+$3.62K
|
+117
|
+3,900%
|
|
|
19
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$524
|
–
|
–
|
–
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$112M
|
-3,692,843
|
Closed
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$7.23M
|
-229,005
|
Closed
|
|
|
22
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$6.71M
|
-212,485
|
Closed
|
|
|
23
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
–
|
-$4.39M
|
-139,060
|
Closed
|
|
|
24
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
–
|
-$3.63M
|
-114,803
|
Closed
|
|
|
25
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$2.65M
|
-83,841
|
Closed
|
|
