|
1
|
Cardan Capital Partners
Denver,
Colorado
|
$8.3M
|
+$8.86M
|
+175,516
|
New
|
|
|
2
|
Tidal Investments
Milwaukee,
Wisconsin
|
$6.52M
|
+$6.96M
|
+137,781
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.04M
|
+$1.17M
|
+23,197
|
+116%
|
|
|
4
|
IMC Chicago
Chicago,
Illinois
|
$1.37M
|
-$3.03M
|
-59,967
|
-67%
|
|
|
5
|
Flow Traders U.S.
New York
|
$1.37M
|
+$925K
|
+18,327
|
+172%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.32M
|
-$1.62M
|
-32,088
|
-54%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.22M
|
+$210K
|
+4,163
|
+19%
|
|
|
8
|
|
$1.16M
|
+$1.24M
|
+24,584
|
New
|
|
|
9
|
Dock Street Asset Management
Palm Beach,
Florida
|
$517K
|
-$55.1K
|
-1,091
|
-9%
|
|
|
10
|
Delta Investment Management
San Francisco,
California
|
$481K
|
+$513K
|
+10,164
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$412K
|
+$439K
|
+8,704
|
New
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$339K
|
-$204K
|
-4,035
|
-36%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$334K
|
+$356K
|
+7,058
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$316K
|
+$337K
|
+6,683
|
New
|
|
|
15
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$271K
|
+$289K
|
+5,733
|
New
|
|
|
16
|
SeaCrest Wealth Management
Purchase,
New York
|
$229K
|
+$11.1K
|
+220
|
+5%
|
|
|
17
|
|
$214K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
+$206K
|
+4,083
|
New
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$177K
|
+$189K
|
+3,735
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$140K
|
+$150K
|
+2,969
|
New
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
+$9.44K
|
+187
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$808
|
+16
|
+40%
|
|
|
23
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2K
|
+$1.97K
|
+39
|
New
|
|
|
24
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1K
|
+$1.56K
|
+31
|
New
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
–
|
-$19.5M
|
-356,233
|
Closed
|
|
