|
1
|
GenWealth Group
Maplewood,
New Jersey
|
$4M
|
+$96K
|
+1,920
|
+2%
|
|
|
2
|
|
$3.48M
|
-$11.7M
|
-233,274
|
-76%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
+$681K
|
+13,620
|
+53%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$912K
|
+$37.5K
|
+750
|
+4%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$460K
|
-$3.27M
|
-65,418
|
-87%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$371K
|
+$71.4K
|
+1,428
|
+22%
|
|
|
7
|
First National Corp
Rockland,
Massachusetts
|
$316K
|
+$1.19M
|
+23,800
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$157K
|
-$2K
|
-40
|
-1%
|
|
|
9
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$96K
|
-$171K
|
-3,418
|
-98%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$64K
|
-$4.3K
|
-86
|
-6%
|
|
|
11
|
|
$57K
|
–
|
–
|
–
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$57K
|
+$60K
|
+1,200
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
+$30K
|
+600
|
New
|
|
|
14
|
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
+$600
|
+12
|
+17%
|
|
|
17
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$188
|
–
|
–
|
–
|
|
|
19
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$699K
|
-13,264
|
Closed
|
|
|
20
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$245K
|
-4,650
|
Closed
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$26K
|
-496
|
Closed
|
|
