|
1
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$23.9M
|
+$25.4M
|
+1,296,738
|
New
|
|
|
2
|
Leuthold Group
Minneapolis,
Minnesota
|
$13.7M
|
-$2.44M
|
-124,769
|
-14%
|
|
|
3
|
IMC Chicago
Chicago,
Illinois
|
$10.9M
|
+$11.6M
|
+593,281
|
New
|
|
|
4
|
Lindbrook Capital
Calabasas,
California
|
$6.01M
|
-$32.3K
|
-1,652
|
-0.5%
|
|
|
5
|
|
$5.87M
|
+$4.84M
|
+247,280
|
+345%
|
|
|
6
|
Bennicas & Associates
Portola Valley,
California
|
$2.67M
|
+$2.83M
|
+144,750
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.21M
|
+$682K
|
+34,826
|
+41%
|
|
|
8
|
Intellectus Partners
San Francisco,
California
|
$1.5M
|
+$515K
|
+26,300
|
+48%
|
|
|
9
|
|
$1.1M
|
-$901K
|
-46,023
|
-43%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$881K
|
-$273K
|
-13,971
|
-23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$789K
|
-$187K
|
-9,552
|
-18%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$277K
|
-$128K
|
-6,529
|
-30%
|
|
|
13
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$258K
|
+$274K
|
+14,000
|
New
|
|
|
14
|
Rockbridge Investment Management
Syracuse,
New York
|
$84K
|
-$10.8K
|
-550
|
-11%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$76K
|
+$79.7K
|
+4,075
|
+6,367%
|
|
|
16
|
AllSquare Wealth Management
Albany,
New York
|
$57K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$14.7K
|
+749
|
+60%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$2K
|
+$1.96K
|
+100
|
New
|
|
|
20
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
-$391
|
-20
|
-40%
|
|
|
21
|
Cutler Group
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Westside Investment Management
Santa Monica,
California
|
$20
|
–
|
–
|
–
|
|
|
23
|
Hilton Capital Management
Garden City,
New York
|
–
|
-$5.32M
|
-255,750
|
Closed
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$1.64M
|
-78,547
|
Closed
|
|
|
25
|
Renaissance Technologies
New York
|
–
|
-$348K
|
-16,700
|
Closed
|
|
