|
1
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.09M
|
+$3.22M
|
+115,955
|
New
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$2.98M
|
-$79.3K
|
-2,853
|
-2%
|
|
|
3
|
|
$2.02M
|
-$47.3K
|
-1,703
|
-2%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$96K
|
+3,456
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
+$25.5K
|
+917
|
+2%
|
|
|
6
|
Legacy Bridge
West Des Moines,
Iowa
|
$869K
|
-$107K
|
-3,840
|
-11%
|
|
|
7
|
|
$785K
|
-$134K
|
-4,807
|
-14%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$620K
|
+$17.2K
|
+620
|
+3%
|
|
|
9
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$617K
|
–
|
–
|
–
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$370K
|
+$15.1K
|
+544
|
+4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$307K
|
-$113K
|
-4,060
|
-26%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$206K
|
+$4.47K
|
+161
|
+2%
|
|
|
13
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$129K
|
+$2.94K
|
+106
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$75K
|
-$17.7K
|
-638
|
-18%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$56K
|
-$24.7K
|
-890
|
-30%
|
|
|
16
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$33K
|
+$33.9K
|
+1,221
|
New
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$15K
|
+$15.4K
|
+556
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$250
|
+9
|
+3%
|
|
|
21
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4K
|
+$4.89K
|
+176
|
New
|
|
|
22
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
+$2.14K
|
+77
|
New
|
|
|
23
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$1.58M
|
-55,896
|
Closed
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$220K
|
-7,815
|
Closed
|
|
