|
1
|
|
$2.18M
|
+$1.12M
|
+44,368
|
+105%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.05M
|
-$49.3K
|
-1,957
|
-2%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.71M
|
+$1.72M
|
+68,087
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.44M
|
+$1.45M
|
+57,342
|
New
|
|
|
5
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$624K
|
–
|
–
|
–
|
|
|
6
|
Coastwise Capital Group
La Jolla,
California
|
$607K
|
-$8.8K
|
-349
|
-1%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$586K
|
+$587K
|
+23,277
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$536K
|
+$537K
|
+21,293
|
New
|
|
|
9
|
Mainstream Capital Management
Los Angeles,
California
|
$491K
|
–
|
–
|
–
|
|
|
10
|
|
$457K
|
-$420K
|
-16,669
|
-48%
|
|
|
11
|
Savvy Advisors Inc
New York
|
$441K
|
+$162K
|
+6,418
|
+58%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$384K
|
-$227
|
-9
|
-0.1%
|
|
|
13
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$363K
|
-$32.1K
|
-1,274
|
-8%
|
|
|
14
|
James Investment Research
Alpha,
Ohio
|
$296K
|
+$296K
|
+11,761
|
New
|
|
|
15
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$60.1K
|
–
|
–
|
–
|
|
|
16
|
Golden State Wealth Management
Santa Ana,
California
|
$52K
|
–
|
–
|
–
|
|
|
17
|
Anfield Capital Management
Irvine,
California
|
$46K
|
-$7.01K
|
-278
|
-13%
|
|
|
18
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$17.5K
|
+$76
|
+3
|
+0.4%
|
|
|
19
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$12.6K
|
–
|
–
|
–
|
|
|
20
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$12.5K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3
|
-$25
|
-1
|
Closed
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$50.5K
|
-2,000
|
Closed
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$10K
|
-397
|
Closed
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$1K
|
-20
|
Closed
|
|
