|
1
|
L.J. Altfest & Co
New York
|
$35.8M
|
+$346K
|
+10,222
|
+1%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.83M
|
–
|
–
|
–
|
|
|
3
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.59M
|
-$37.4K
|
-1,107
|
-3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
+$934K
|
+27,631
|
New
|
|
|
5
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$581K
|
–
|
–
|
–
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$558K
|
-$30.6K
|
-905
|
-6%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$200K
|
–
|
–
|
–
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$141K
|
–
|
–
|
–
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$99.9K
|
+$91K
|
+2,691
|
New
|
|
|
10
|
|
–
|
-$650K
|
-20,809
|
Closed
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$442K
|
-14,143
|
Closed
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$306K
|
-9,810
|
Closed
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
–
|
-$51.2K
|
-1,639
|
Closed
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
–
|
-$37.3K
|
-1,196
|
Closed
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$125
|
-4
|
Closed
|
|
