|
1
|
|
$5.18M
|
+$1.05M
|
+34,546
|
+24%
|
|
|
2
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.59M
|
+$9.12K
|
+301
|
+0.5%
|
|
|
3
|
|
$592K
|
+$7.78K
|
+257
|
+1%
|
|
|
4
|
AllSquare Wealth Management
Albany,
New York
|
$255K
|
–
|
–
|
–
|
|
|
5
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
6
|
Personal CFO Solutions
Chester,
New Jersey
|
$225K
|
–
|
–
|
–
|
|
|
7
|
Coppell Advisory Solutions
Coppell,
Texas
|
$140K
|
-$6.88K
|
-227
|
-4%
|
|
|
8
|
Caldwell Trust
Venice,
Florida
|
$34.8K
|
–
|
–
|
–
|
|
|
9
|
VitalStone Financial
Shavano Park,
Texas
|
$20K
|
+$21.2K
|
+700
|
+11,667%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.9K
|
+$17.6K
|
+580
|
+6,444%
|
|
|
11
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$15.5K
|
–
|
–
|
–
|
|
|
12
|
Tradition Wealth Management
Edina,
Minnesota
|
$3K
|
+$91
|
+3
|
+3%
|
|
|
13
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.92K
|
–
|
–
|
–
|
|
|
14
|
Clear Point Advisors
Melville,
New York
|
$1.53K
|
+$1.64K
|
+54
|
New
|
|
|
15
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$572
|
–
|
–
|
–
|
|
|
16
|
|
$47
|
+$30
|
+1
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$30
|
+$30
|
+1
|
New
|
|
|
18
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$29
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$29
|
+$30
|
+1
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$3.26M
|
-106,757
|
Closed
|
|
|
21
|
Jefferies Financial Group
New York
|
–
|
-$2.22M
|
-72,603
|
Closed
|
|
|
22
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$786K
|
-25,740
|
Closed
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$717K
|
-23,500
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$656K
|
-21,501
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$580K
|
-19,005
|
Closed
|
|
