|
1
|
L.J. Altfest & Co
New York
|
$29.8M
|
+$3.74M
|
+130,580
|
+16%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.38M
|
+$2.18M
|
+76,211
|
New
|
|
|
3
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.37M
|
-$11.4K
|
-397
|
-0.9%
|
|
|
4
|
|
$650K
|
-$261K
|
-9,136
|
-31%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$497K
|
–
|
–
|
–
|
|
|
6
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$489K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$442K
|
+$405K
|
+14,143
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$306K
|
-$5.11M
|
-178,592
|
-95%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$168K
|
+$12.7K
|
+445
|
+9%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$119K
|
+$109K
|
+3,811
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$51.2K
|
+$46.9K
|
+1,639
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$37.3K
|
–
|
–
|
–
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$125
|
–
|
–
|
–
|
|
|
14
|
Fire Capital Management
San Francisco,
California
|
–
|
-$1.74M
|
-62,249
|
Closed
|
|
|
15
|
Flow Traders U.S.
New York
|
–
|
-$493K
|
-17,631
|
Closed
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
–
|
-$34K
|
-1,215
|
Closed
|
|
