|
1
|
|
$24.4M
|
+$26.8M
|
+2,818,125
|
New
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$7.36M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$2.6M
|
+272,498
|
+503%
|
|
|
4
|
|
$2.26M
|
–
|
–
|
–
|
|
|
5
|
Flow Traders U.S.
New York
|
$544K
|
-$228K
|
-23,914
|
-28%
|
|
|
6
|
Jefferies Financial Group
New York
|
$205K
|
+$1.96K
|
+206
|
+0.9%
|
|
|
7
|
GR Financial Group
Tucson,
Arizona
|
$182K
|
+$200K
|
+20,992
|
New
|
|
|
8
|
Sunesis Advisors
Overland Park,
Kansas
|
$179K
|
–
|
–
|
–
|
|
|
9
|
|
$97.1K
|
+$107K
|
+11,212
|
New
|
|
|
10
|
Kingswood Wealth Advisors
San Diego,
California
|
$92.9K
|
–
|
–
|
–
|
|
|
11
|
Simplex Trading
Chicago,
Illinois
|
$53.7K
|
+$52.8K
|
+5,541
|
+837%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$34.8K
|
+$943
|
+99
|
+3%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$26.3K
|
+$29K
|
+3,040
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$5.46K
|
–
|
–
|
–
|
|
|
15
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.25K
|
+$1.37K
|
+144
|
New
|
|
|
16
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.08K
|
+$19
|
+2
|
+2%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$1.06K
|
+$143
|
+15
|
+14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9
|
-$15.6K
|
-1,637
|
-100%
|
|
|
19
|
|
–
|
-$425K
|
-43,567
|
Closed
|
|
|
20
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
–
|
-$195K
|
-20,000
|
Closed
|
|
|
21
|
Tactive Advisors
Jacksonville,
Florida
|
–
|
-$163K
|
-16,729
|
Closed
|
|
|
22
|
Powell Investment Advisors
Miami,
Florida
|
–
|
-$155K
|
-15,940
|
Closed
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
–
|
-$55.9K
|
-5,728
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$34.1K
|
-3,500
|
Closed
|
|
|
25
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$34.1K
|
-3,500
|
Closed
|
|
