|
1
|
Virtus Fixed Income Advisers
Hartford,
Connecticut
|
$32.4M
|
+$32.2M
|
+1,321,518
|
New
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.8M
|
+$4.76M
|
+195,489
|
New
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$1.68M
|
-$1.15M
|
-47,228
|
-41%
|
|
|
4
|
PFG Advisors
Phoenix,
Arizona
|
$1.29M
|
+$66.1K
|
+2,711
|
+5%
|
|
|
5
|
|
$1.19M
|
+$1.18M
|
+48,530
|
New
|
|
|
6
|
|
$924K
|
+$232K
|
+9,511
|
+34%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$850K
|
+$324K
|
+13,306
|
+62%
|
|
|
8
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$530K
|
–
|
–
|
–
|
|
|
9
|
Virtus ETF Advisers
New York
|
$5.7K
|
-$414
|
-17
|
-7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$417
|
+$414
|
+17
|
New
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$25
|
+$24
|
+1
|
New
|
|
|
12
|
Virtus Investment Advisers
Hartford,
Connecticut
|
–
|
-$32.2M
|
-1,321,000
|
Closed
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
–
|
-$399K
|
-16,365
|
Closed
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$327K
|
-13,418
|
Closed
|
|
|
15
|
|
–
|
-$251K
|
-10,297
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$142K
|
-5,840
|
Closed
|
|
