|
1
|
One Capital Management
Westlake Village,
California
|
$48.2M
|
–
|
–
|
–
|
|
|
2
|
Basso Capital Management
Stamford,
Connecticut
|
$5.87M
|
+$5.6M
|
+64,774
|
New
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.54M
|
-$1.04M
|
-12,021
|
-41%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.24M
|
+$14.8K
|
+171
|
+1%
|
|
|
5
|
Atomi Financial Group
New York
|
$875K
|
+$835K
|
+9,656
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$757K
|
+$298K
|
+3,447
|
+70%
|
|
|
7
|
|
$588K
|
-$70.7K
|
-818
|
-11%
|
|
|
8
|
Element Wealth
Ridgeland,
Mississippi
|
$435K
|
–
|
–
|
–
|
|
|
9
|
AIMZ Investment Advisors
Los Altos,
California
|
$279K
|
-$15.1K
|
-175
|
-5%
|
|
|
10
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$276K
|
+$263K
|
+3,042
|
New
|
|
|
11
|
|
$132K
|
-$9.08K
|
-105
|
-7%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$26.3K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$25.3K
|
-$605
|
-7
|
-2%
|
|
|
14
|
|
$1.78K
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$210K
|
-2,735
|
Closed
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$110K
|
-1,439
|
Closed
|
|
