|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$927K
|
-$540K
|
-18,205
|
-39%
|
|
|
2
|
SignalPoint Asset Management
Springfield,
Missouri
|
$923K
|
-$26.9K
|
-908
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$660K
|
+$853K
|
+28,789
|
New
|
|
|
4
|
|
$582K
|
-$571K
|
-19,253
|
-43%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$576K
|
-$190K
|
-6,406
|
-20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$433K
|
-$18.9K
|
-637
|
-3%
|
|
|
7
|
|
$333K
|
+$431K
|
+14,537
|
New
|
|
|
8
|
|
$297K
|
+$5.04K
|
+170
|
+1%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$196K
|
+$41.9K
|
+1,415
|
+20%
|
|
|
10
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$178K
|
+$29.6K
|
+998
|
+15%
|
|
|
11
|
Kore Private Wealth
New York
|
$143K
|
+$185K
|
+6,257
|
New
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$91K
|
-$878K
|
-29,615
|
-88%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$91K
|
-$190K
|
-6,395
|
-62%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$36K
|
+$125K
|
+4,227
|
New
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$16.1K
|
+$12.2K
|
+413
|
+143%
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
-$7.41K
|
-250
|
-42%
|
|
|
17
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
-$8.71K
|
-294
|
-81%
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1K
|
+$919
|
+31
|
New
|
|
|
24
|
Niemann Capital Management
Stateline,
Nevada
|
–
|
-$2.4M
|
-76,533
|
Closed
|
|
|
25
|
Sound Financial Strategies Group
Madison,
Mississippi
|
–
|
-$2.03M
|
-64,537
|
Closed
|
|
