|
1
|
|
$4.37M
|
+$101K
|
+4,040
|
+2%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
-$3.68M
|
-146,901
|
-59%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$2.22M
|
-$62.1K
|
-2,479
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.14M
|
+$169K
|
+6,754
|
+9%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$9.46K
|
+378
|
+0.8%
|
|
|
6
|
TAP Consulting
Kirkwood,
Missouri
|
$1.16M
|
-$7.61K
|
-304
|
-0.7%
|
|
|
7
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.1M
|
+$1.08M
|
+43,244
|
+17,651%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$983K
|
-$430K
|
-17,166
|
-31%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$628K
|
+$54.7K
|
+2,183
|
+10%
|
|
|
10
|
Lake Point Wealth Management
Rockwall,
Texas
|
$552K
|
+$547K
|
+21,851
|
New
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$339K
|
+$336K
|
+13,412
|
New
|
|
|
12
|
|
$328K
|
-$1.96M
|
-78,379
|
-86%
|
|
|
13
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$263K
|
+$7.71K
|
+308
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$246K
|
-$282K
|
-11,243
|
-54%
|
|
|
15
|
Flow Traders U.S.
New York
|
$243K
|
-$98.2K
|
-3,921
|
-29%
|
|
|
16
|
Castleview Partners
Dallas,
Texas
|
$204K
|
+$202K
|
+8,081
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$166K
|
+$50.1K
|
+2,000
|
+44%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$157K
|
-$2.18K
|
-87
|
-1%
|
|
|
19
|
|
$70K
|
-$62.6K
|
-2,500
|
-48%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$28K
|
-$501
|
-20
|
-2%
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$25K
|
-$75
|
-3
|
-0.3%
|
|
|
22
|
Astor Investment Management
Chicago,
Illinois
|
$24K
|
+$2.88K
|
+115
|
+14%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$19K
|
+$18.8K
|
+750
|
New
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
25
|
New York Life Investment Management
New York
|
–
|
-$57.6M
|
-2,310,103
|
Closed
|
|
