|
1
|
|
$24.5M
|
+$21.7M
|
+790,500
|
+1,044%
|
|
|
2
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.33M
|
+$52.6K
|
+1,915
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
+$434K
|
+15,792
|
+40%
|
|
|
4
|
Legacy Bridge
West Des Moines,
Iowa
|
$921K
|
–
|
–
|
–
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$795K
|
+$134K
|
+4,860
|
+21%
|
|
|
6
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$654K
|
–
|
–
|
–
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$372K
|
-$19K
|
-692
|
-5%
|
|
|
8
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$145K
|
+$8.79K
|
+320
|
+7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$68K
|
+$65.5K
|
+2,383
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$48K
|
-$30.2K
|
-1,098
|
-39%
|
|
|
11
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$35K
|
–
|
–
|
–
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
15
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$2.98M
|
-111,751
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.65M
|
-61,944
|
Closed
|
|
|
19
|
|
–
|
-$785K
|
-29,434
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$307K
|
-11,505
|
Closed
|
|
|
21
|
AJ Wealth Strategies
New York
|
–
|
-$206K
|
-7,724
|
Closed
|
|
|
22
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
-$4K
|
-176
|
Closed
|
|
