|
1
|
|
$4.18M
|
-$1.11M
|
-38,014
|
-21%
|
|
|
2
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.59M
|
-$36.4K
|
-1,245
|
-2%
|
|
|
3
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$1.03M
|
+$1.03M
|
+35,351
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$592K
|
+$591K
|
+20,236
|
New
|
|
|
5
|
|
$528K
|
-$77.5K
|
-2,654
|
-13%
|
|
|
6
|
AllSquare Wealth Management
Albany,
New York
|
$260K
|
–
|
–
|
–
|
|
|
7
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$243K
|
–
|
–
|
–
|
|
|
8
|
Personal CFO Solutions
Chester,
New Jersey
|
$230K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$131K
|
+$114K
|
+3,904
|
+663%
|
|
|
10
|
Caldwell Trust
Venice,
Florida
|
$35.6K
|
–
|
–
|
–
|
|
|
11
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$14.9K
|
–
|
–
|
–
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.98K
|
–
|
–
|
–
|
|
|
13
|
Caitlin John
Brighton,
Michigan
|
$1.61K
|
+$1.61K
|
+55
|
New
|
|
|
14
|
Clear Point Advisors
Melville,
New York
|
$1.57K
|
–
|
–
|
–
|
|
|
15
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$585
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23
|
–
|
–
|
–
|
|
|
17
|
VitalStone Financial
Shavano Park,
Texas
|
–
|
-$20.4K
|
-700
|
-99%
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$3K
|
-110
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$29
|
-1
|
Closed
|
|
|
20
|
|
–
|
-$47
|
-1
|
Closed
|
|
|
21
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$29
|
-1
|
Closed
|
|
