|
1
|
|
$248K
|
+$257K
|
+26,171
|
New
|
|
|
2
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
3
|
Intellectus Partners
San Francisco,
California
|
$194K
|
-$54K
|
-5,500
|
-21%
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$184K
|
–
|
–
|
–
|
|
|
5
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$168K
|
+$14.2K
|
+1,450
|
+9%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$163K
|
+$169K
|
+17,200
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$124K
|
+$9.15K
|
+932
|
+8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$113K
|
-$277K
|
-28,179
|
-70%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$104K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$93K
|
+$19.3K
|
+1,964
|
+25%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
13
|
|
$12K
|
+$12.9K
|
+1,315
|
New
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.74K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$1.96K
|
+200
|
New
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$127K
|
-13,401
|
Closed
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$122K
|
-12,843
|
Closed
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$105K
|
-11,017
|
Closed
|
|
