|
1
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.07M
|
-$624K
|
-21,116
|
-9%
|
|
|
2
|
|
$2.12M
|
-$170K
|
-5,761
|
-7%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.12M
|
+$2.11M
|
+71,275
|
New
|
|
|
4
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.5M
|
+$1.06K
|
+36
|
+0.1%
|
|
|
5
|
|
$1.1M
|
+$887K
|
+29,998
|
+430%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$796K
|
-$38.1K
|
-1,288
|
-5%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$695K
|
-$157K
|
-5,312
|
-19%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$660K
|
+$37.5K
|
+1,270
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$589K
|
-$17.1K
|
-577
|
-3%
|
|
|
10
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$532K
|
-$13.2K
|
-447
|
-2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$383K
|
-$217K
|
-7,357
|
-36%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$372K
|
-$593K
|
-20,064
|
-62%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$346K
|
-$142K
|
-4,820
|
-29%
|
|
|
14
|
|
$160K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$59K
|
-$7.42K
|
-251
|
-11%
|
|
|
17
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$41K
|
-$36.2K
|
-1,225
|
-47%
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$20K
|
+$20.1K
|
+681
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$16K
|
-$8.75K
|
-296
|
-35%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
+$650
|
+22
|
New
|
|
|
22
|
Breiter Capital Management
Bradenton,
Florida
|
–
|
-$1.46M
|
-40,459
|
Closed
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$19K
|
-638
|
Closed
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
–
|
+$355
|
+12
|
New
|
|
