|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.1M
|
+$7.15M
|
+69,721
|
New
|
|
|
2
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.15M
|
+$3.66M
|
+35,696
|
New
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1M
|
–
|
–
|
–
|
|
|
4
|
Toth Financial Advisory
Leesburg,
Virginia
|
$697K
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$463K
|
-$798K
|
-7,781
|
-66%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$307K
|
-$103K
|
-1,004
|
-28%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$208K
|
-$162K
|
-1,578
|
-47%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$201K
|
+$178K
|
+1,731
|
New
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$139K
|
–
|
–
|
–
|
|
|
10
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$123K
|
+$58.9K
|
+574
|
+119%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
–
|
–
|
–
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$93K
|
–
|
–
|
–
|
|
|
13
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$41K
|
–
|
–
|
–
|
|
|
14
|
|
$28K
|
+$8.62K
|
+84
|
+54%
|
|
|
15
|
|
$23K
|
–
|
–
|
–
|
|
|
16
|
Glassman Wealth Services
Vienna,
Virginia
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Barrett Asset Management
New York
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.44M
|
-23,822
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.78M
|
-19,817
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$455K
|
-5,075
|
Closed
|
|
