|
1
|
|
$1.19M
|
+$165K
|
+10,721
|
+17%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$7.6K
|
+493
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$551K
|
+$464K
|
+30,081
|
+610%
|
|
|
4
|
|
$531K
|
+$155K
|
+10,062
|
+43%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$265K
|
+$259K
|
+16,830
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$218K
|
+$213K
|
+13,819
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.4K
|
+$2.1K
|
+136
|
+8%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.2K
|
+$24.7K
|
+1,600
|
New
|
|
|
10
|
4Thought Financial Group
Syosset,
New York
|
$17.6K
|
-$355
|
-23
|
-2%
|
|
|
11
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$16.8K
|
–
|
–
|
–
|
|
|
12
|
BBJS Financial Advisors
Seattle,
Washington
|
$13.9K
|
–
|
–
|
–
|
|
|
13
|
Financial Perspectives
Minneapolis,
Minnesota
|
$9.52K
|
–
|
–
|
–
|
|
|
14
|
|
$9.44K
|
–
|
–
|
–
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$7.87K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.57K
|
+$1.23K
|
+80
|
+400%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$1.04K
|
+$1.03K
|
+67
|
New
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$708
|
+$123
|
+8
|
+22%
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
$394
|
–
|
–
|
–
|
|
|
20
|
|
$31
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5
|
-$71.9K
|
-4,665
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$15
|
-1
|
Closed
|
|
