|
26
|
CCG Wealth Management
San Diego,
California
|
$314K
|
+$315K
|
+10,100
|
New
|
|
|
27
|
XML Financial
Bethesda,
Maryland
|
$313K
|
–
|
–
|
–
|
|
|
28
|
Davenport & Co
Richmond,
Virginia
|
$296K
|
–
|
–
|
–
|
|
|
29
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$274K
|
–
|
–
|
–
|
|
|
30
|
Arax Advisory Partners
Denver,
Colorado
|
$271K
|
–
|
–
|
–
|
|
|
31
|
Wolverine Trading
Chicago,
Illinois
|
$239K
|
-$278K
|
-8,938
|
-54%
|
|
|
32
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$204K
|
–
|
–
|
–
|
|
|
33
|
Spire Wealth Management
Mclean,
Virginia
|
$200K
|
-$29.6K
|
-950
|
-13%
|
|
|
34
|
Koshinski Asset Management
Decatur,
Illinois
|
$119K
|
+$119K
|
+3,820
|
New
|
|
|
35
|
Baystate Wealth Management
Boston,
Massachusetts
|
$110K
|
+$97.6K
|
+3,134
|
+772%
|
|
|
36
|
Orion Capital Management
Coronado,
California
|
$108K
|
–
|
–
|
–
|
|
|
37
|
|
$85K
|
–
|
–
|
–
|
|
|
38
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$54K
|
–
|
–
|
–
|
|
|
39
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$12K
|
-$254K
|
-8,167
|
-95%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$31
|
+1
|
+2%
|
|
|
42
|
Donald L. Hagan LLC
Sarasota,
Florida
|
–
|
-$2.84M
|
-91,719
|
Closed
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$305K
|
-9,842
|
Closed
|
|
|
44
|
Anfield Capital Management
Irvine,
California
|
–
|
-$114K
|
-3,670
|
Closed
|
|
|
45
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$33K
|
-1,067
|
Closed
|
|
|
46
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$11K
|
-370
|
Closed
|
|
