|
1
|
|
$8.3M
|
+$1.87M
|
+36,363
|
+28%
|
|
|
2
|
Cardan Capital Partners
Denver,
Colorado
|
$4.59M
|
+$4.72M
|
+91,530
|
New
|
|
|
3
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.13M
|
+$4.64K
|
+90
|
+0.1%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.74M
|
-$45.3K
|
-879
|
-2%
|
|
|
5
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.32M
|
–
|
–
|
–
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$368K
|
-$5K
|
-97
|
-1%
|
|
|
7
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$316K
|
+$10.2K
|
+197
|
+3%
|
|
|
8
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$312K
|
+$321K
|
+6,233
|
New
|
|
|
9
|
SeaCrest Wealth Management
Purchase,
New York
|
$292K
|
+$11.1K
|
+215
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$141K
|
+$121K
|
+2,350
|
+504%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$135K
|
+$140K
|
+2,710
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$105K
|
+$105K
|
+2,046
|
+3,935%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
-$166K
|
-3,229
|
-93%
|
|
|
14
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$9.77M
|
-194,912
|
Closed
|
|
|
15
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$3.47M
|
-69,168
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.01M
|
-40,027
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$820K
|
-16,350
|
Closed
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$2K
|
-40
|
Closed
|
|
|
19
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
–
|
-$1K
|
-22
|
Closed
|
|
