|
1
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.85M
|
-$376K
|
-12,541
|
-5%
|
|
|
2
|
|
$2.35M
|
+$168K
|
+5,597
|
+8%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.53M
|
-$21.2K
|
-709
|
-1%
|
|
|
4
|
Breiter Capital Management
Bradenton,
Florida
|
$1.46M
|
+$1.21M
|
+40,459
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$991K
|
+$138K
|
+4,600
|
+16%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$874K
|
-$1.65M
|
-55,206
|
-66%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$853K
|
+$840K
|
+28,031
|
New
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$636K
|
+$779
|
+26
|
+0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$620K
|
+$87.2K
|
+2,910
|
+17%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$617K
|
+$120K
|
+3,997
|
+25%
|
|
|
11
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$557K
|
+$534K
|
+17,821
|
+3,622%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$500K
|
-$39.7K
|
-1,323
|
-7%
|
|
|
13
|
|
$212K
|
-$208K
|
-6,947
|
-50%
|
|
|
14
|
|
$163K
|
-$30K
|
-1,000
|
-16%
|
|
|
15
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$81K
|
+$78.2K
|
+2,609
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
-$208K
|
-6,929
|
-75%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$69K
|
+$7.52K
|
+251
|
+13%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$26K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$551K
|
-20,245
|
Closed
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
–
|
-$19K
|
-681
|
Closed
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$10K
|
-357
|
Closed
|
|
|
24
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$1K
|
-45
|
Closed
|
|
