|
1
|
Private Wealth Advisors (California)
Fresno,
California
|
$10.3M
|
-$572K
|
-17,955
|
-6%
|
|
|
2
|
|
$2.23M
|
+$509K
|
+15,984
|
+35%
|
|
|
3
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.59M
|
+$1.41M
|
+44,363
|
New
|
|
|
4
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.37M
|
+$8.28K
|
+260
|
+0.7%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$551K
|
-$246K
|
-7,729
|
-33%
|
|
|
6
|
|
$446K
|
-$133K
|
-4,185
|
-25%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$418K
|
+$43.8K
|
+1,376
|
+13%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$418K
|
+$43.8K
|
+1,376
|
+13%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$251K
|
-$618K
|
-19,403
|
-73%
|
|
|
10
|
VisionPoint Advisory Group
Dallas,
Texas
|
$155K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$136K
|
+$122K
|
+3,818
|
New
|
|
|
12
|
Castleview Partners
Dallas,
Texas
|
$65.5K
|
+$58.4K
|
+1,833
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.1K
|
-$51.6K
|
-1,621
|
-69%
|
|
|
14
|
Creekmur Asset Management
Morton,
Illinois
|
$3.43K
|
-$3.41K
|
-107
|
-53%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$250
|
-$36.5K
|
-1,146
|
-99%
|
|
|
16
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$5.18M
|
-173,584
|
Closed
|
|
|
17
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$749K
|
-25,095
|
Closed
|
|
|
18
|
|
–
|
-$113K
|
-3,718
|
Closed
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$89.5K
|
-3,000
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$239
|
-8
|
Closed
|
|
