|
1
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.47M
|
+$4.43M
|
+147,687
|
New
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.95M
|
-$205K
|
-6,816
|
-9%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.25M
|
+$45.1K
|
+1,503
|
+4%
|
|
|
4
|
|
$671K
|
+$672K
|
+22,405
|
New
|
|
|
5
|
Regal Investment Advisors
Kentwood,
Michigan
|
$585K
|
-$72.8K
|
-2,428
|
-11%
|
|
|
6
|
|
$585K
|
+$586K
|
+19,542
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$510K
|
+$90.3K
|
+3,010
|
+21%
|
|
|
8
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$349K
|
-$94.6K
|
-3,152
|
-21%
|
|
|
9
|
|
$338K
|
+$60
|
+2
|
+0%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$245K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$240K
|
-$1.53K
|
-51
|
-0.6%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$227K
|
+$17.6K
|
+586
|
+8%
|
|
|
13
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$154K
|
+$90
|
+3
|
+0.1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$35K
|
-$1.74K
|
-58
|
-5%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14K
|
-$2.94K
|
-98
|
-18%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.03M
|
-34,491
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$929K
|
-30,992
|
Closed
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
–
|
+$120
|
+4
|
New
|
|
