|
1
|
Cantor Fitzgerald Investment Advisors
New York
|
$10.2M
|
-$8.3M
|
-173,603
|
-45%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$7.71M
|
–
|
–
|
–
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.26M
|
+$5.26M
|
+110,024
|
New
|
|
|
4
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$5.2M
|
-$4.21M
|
-88,028
|
-45%
|
|
|
5
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.77M
|
+$3.77M
|
+78,834
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.86M
|
+$91.3K
|
+1,909
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$1.01M
|
+21,218
|
+479%
|
|
|
8
|
Essex LLC
Deer Park,
Illinois
|
$1.22M
|
+$1.22M
|
+25,427
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$170K
|
+3,560
|
+18%
|
|
|
10
|
Bank of New York Mellon
New York
|
$918K
|
-$763K
|
-15,950
|
-45%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$502K
|
–
|
–
|
–
|
|
|
12
|
Country Trust Bank
Bloomington,
Illinois
|
$37K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$9.57K
|
-200
|
-44%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6K
|
+$5.79K
|
+121
|
New
|
|
|
15
|
|
$5K
|
+$4.83K
|
+101
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$2K
|
–
|
–
|
–
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2K
|
+$2.44K
|
+51
|
New
|
|
|
18
|
|
–
|
-$1.66M
|
-34,381
|
Closed
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$272K
|
-5,650
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$151K
|
-3,151
|
-100%
|
|
|
21
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$1K
|
-16
|
Closed
|
|
