|
1
|
|
$2.24M
|
-$1.51M
|
-53,403
|
-41%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.22M
|
+$2.18M
|
+77,466
|
New
|
|
|
3
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.64M
|
+$15.7K
|
+555
|
+1%
|
|
|
4
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.4M
|
-$1.07M
|
-37,849
|
-44%
|
|
|
5
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$975K
|
-$57.4K
|
-2,035
|
-6%
|
|
|
6
|
AllSquare Wealth Management
Albany,
New York
|
$615K
|
-$28.2K
|
-1,000
|
-4%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$498K
|
-$122K
|
-4,329
|
-20%
|
|
|
8
|
Two Sigma Securities
New York
|
$240K
|
-$5.08K
|
-180
|
-2%
|
|
|
9
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
10
|
Personal CFO Solutions
Chester,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
11
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$144K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$74.4K
|
+$41.8K
|
+1,483
|
+134%
|
|
|
13
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$36.5K
|
+$26.2K
|
+930
|
+912%
|
|
|
14
|
Caldwell Trust
Venice,
Florida
|
$34.9K
|
–
|
–
|
–
|
|
|
15
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$14.6K
|
–
|
–
|
–
|
|
|
16
|
Tradition Wealth Management
Edina,
Minnesota
|
$3K
|
+$28
|
+1
|
+0.9%
|
|
|
17
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$574
|
+$564
|
+20
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$25
|
+$28
|
+1
|
New
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$11.1M
|
-396,809
|
Closed
|
|
|
20
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$5.24M
|
-187,874
|
Closed
|
|
|
21
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$2.27M
|
-81,639
|
Closed
|
|
|
22
|
Jefferies Financial Group
New York
|
–
|
-$2.11M
|
-75,698
|
Closed
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$1.4M
|
-50,192
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.03M
|
-36,949
|
Closed
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
–
|
-$786K
|
-28,190
|
Closed
|
|
