|
1
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.42M
|
-$1.69M
|
-26,085
|
-37%
|
|
|
2
|
IMC Chicago
Chicago,
Illinois
|
$1.36M
|
+$1.71M
|
+26,428
|
New
|
|
|
3
|
Cypress Wealth Services
Palm Desert,
California
|
$1.15M
|
-$200K
|
-3,082
|
-12%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$831K
|
+$1.05M
|
+16,169
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$627K
|
+$237K
|
+3,656
|
+43%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$379K
|
+$53.9K
|
+831
|
+13%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$252K
|
+$6.94K
|
+107
|
+2%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$240K
|
-$616K
|
-9,505
|
-67%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$187K
|
+$167K
|
+2,579
|
+243%
|
|
|
10
|
Verus Capital Partners
Scottsdale,
Arizona
|
$105K
|
+$21.6K
|
+333
|
+20%
|
|
|
11
|
LifePlan Financial Group
Dayton,
Ohio
|
$77K
|
–
|
–
|
–
|
|
|
12
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$22K
|
+$26.6K
|
+410
|
New
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$20.6K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
+$13K
|
+200
|
+800%
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
+$12.3K
|
+189
|
New
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$629K
|
-8,755
|
Closed
|
|
|
18
|
Johanson Financial Advisors
Campbell,
California
|
–
|
-$95.3K
|
-1,325
|
Closed
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$45K
|
-625
|
Closed
|
|
|
20
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$5K
|
-82
|
Closed
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$2K
|
-26
|
Closed
|
|
