|
1
|
Private Wealth Advisors (California)
Fresno,
California
|
$5.45M
|
-$4.6M
|
-128,150
|
-45%
|
|
|
2
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.91M
|
+$612K
|
+17,035
|
+44%
|
|
|
3
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.51M
|
-$16.8K
|
-467
|
-1%
|
|
|
4
|
|
$1.49M
|
-$683K
|
-19,027
|
-31%
|
|
|
5
|
|
$811K
|
+$398K
|
+11,091
|
+89%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$499K
|
+$521K
|
+14,517
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$383K
|
-$19.9K
|
-554
|
-5%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$383K
|
-$19.9K
|
-554
|
-5%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$334K
|
+$349K
|
+9,720
|
New
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$211K
|
+$221K
|
+6,145
|
New
|
|
|
11
|
VisionPoint Advisory Group
Dallas,
Texas
|
$149K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$137K
|
+$6.03K
|
+168
|
+4%
|
|
|
13
|
Castleview Partners
Dallas,
Texas
|
$78.3K
|
+$15.9K
|
+443
|
+24%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.5K
|
+$5.64K
|
+157
|
+22%
|
|
|
15
|
Financial Network Wealth Advisors
Murray,
Utah
|
$550
|
+$574
|
+16
|
New
|
|
|
16
|
Creekmur Asset Management
Morton,
Illinois
|
$3
|
-$3.45K
|
-96
|
Closed
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$551K
|
-15,421
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$251K
|
-7,034
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$250
|
-7
|
Closed
|
|
