|
1
|
3EDGE Asset Management
Naples,
Florida
|
$63.9M
|
-$1.18M
|
-33,595
|
-2%
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$10.9M
|
+$324K
|
+9,207
|
+3%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
+$689K
|
+19,585
|
+68%
|
|
|
4
|
Wallace Advisory Group
Lafayette,
California
|
$1.43M
|
+$1.43M
|
+40,718
|
New
|
|
|
5
|
Guild Investment Management
Los Angeles,
California
|
$1.37M
|
+$1.37M
|
+38,870
|
New
|
|
|
6
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$927K
|
+$927K
|
+26,328
|
New
|
|
|
7
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$880K
|
+$12.4K
|
+352
|
+1%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$848K
|
-$8.66K
|
-246
|
-1%
|
|
|
9
|
|
$368K
|
-$596K
|
-16,935
|
-62%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$367K
|
-$8.38K
|
-238
|
-2%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$321K
|
-$387
|
-11
|
-0.1%
|
|
|
12
|
FirstPurpose Wealth
Orem,
Utah
|
$295K
|
+$986
|
+28
|
+0.3%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$234K
|
-$3.48K
|
-99
|
-1%
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$232K
|
+$232K
|
+6,601
|
New
|
|
|
15
|
DFPG Investments
Sandy,
Utah
|
$227K
|
+$235K
|
+6,683
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$32.1K
|
-$33.1K
|
-939
|
-51%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$30.2K
|
+$30.2K
|
+859
|
New
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$18K
|
+$17.6K
|
+500
|
New
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$17.6K
|
+$17.6K
|
+500
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.18M
|
-33,543
|
Closed
|
|
|
21
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$307K
|
-8,710
|
Closed
|
|
