|
1
|
Adams Wealth Management
Logan,
Utah
|
$7.21M
|
+$7.12M
|
+185,008
|
New
|
|
|
2
|
Brigade Capital Management
New York
|
$4.99M
|
+$4.93M
|
+128,000
|
New
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$4.74M
|
–
|
–
|
–
|
|
|
4
|
Strait & Sound Wealth Management
San Francisco,
California
|
$485K
|
+$80.9K
|
+2,100
|
+20%
|
|
|
5
|
Cedar Wealth Management
Walnut Creek,
California
|
$439K
|
+$433K
|
+11,250
|
New
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$341K
|
+$337K
|
+8,752
|
New
|
|
|
7
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$267K
|
–
|
–
|
–
|
|
|
8
|
|
$216K
|
-$1.48M
|
-38,434
|
-87%
|
|
|
9
|
Continuum Advisory
Eagle,
Idaho
|
$189K
|
+$193K
|
+5,000
|
New
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$53.9K
|
+$32.9K
|
+855
|
+162%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$4.12K
|
+107
|
New
|
|
|
12
|
Running Point Capital Advisors
El Segundo,
California
|
$1.01K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78
|
-$404K
|
-10,498
|
-100%
|
|
|
14
|
|
$55
|
+$39
|
+1
|
New
|
|
|
15
|
Flow Traders U.S.
New York
|
–
|
-$1.48M
|
-38,390
|
Closed
|
|
|
16
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$341K
|
-8,745
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$26.1K
|
-676
|
Closed
|
|
