|
1
|
3EDGE Asset Management
Naples,
Florida
|
$63.4M
|
+$304K
|
+8,837
|
+0.5%
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$10.9M
|
+$204K
|
+5,930
|
+2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.94M
|
+$261K
|
+7,569
|
+16%
|
|
|
4
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.58M
|
+$1.57M
|
+45,439
|
New
|
|
|
5
|
Wallace Advisory Group
Lafayette,
California
|
$1.43M
|
+$18K
|
+523
|
+1%
|
|
|
6
|
Guild Investment Management
Los Angeles,
California
|
$1.31M
|
-$38.9K
|
-1,130
|
-3%
|
|
|
7
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.05M
|
+$135K
|
+3,929
|
+15%
|
|
|
8
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$940K
|
+$71.3K
|
+2,069
|
+8%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$838K
|
+$1.65K
|
+48
|
+0.2%
|
|
|
10
|
Strategic Financial Concepts
San Antonio,
Texas
|
$702K
|
+$696K
|
+20,209
|
New
|
|
|
11
|
FirstPurpose Wealth
Orem,
Utah
|
$319K
|
+$27.8K
|
+808
|
+10%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$311K
|
-$5.72K
|
-166
|
-2%
|
|
|
13
|
DFPG Investments
Sandy,
Utah
|
$280K
|
+$47.5K
|
+1,380
|
+21%
|
|
|
14
|
|
$274K
|
-$88.4K
|
-2,567
|
-25%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$261K
|
-$100K
|
-2,907
|
-28%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$255K
|
+$253K
|
+7,349
|
New
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$230K
|
–
|
–
|
–
|
|
|
18
|
Matrix Trust Company
Denver,
Colorado
|
$48K
|
+$47.2K
|
+1,370
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$29.8K
|
–
|
–
|
–
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$17.4K
|
–
|
–
|
–
|
|
|
21
|
Bartlett & Co
Cincinnati,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$16.4K
|
-$15.1K
|
-439
|
-48%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74K
|
+$1.72K
|
+50
|
New
|
|
|
24
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$232K
|
-6,601
|
Closed
|
|
