|
1
|
OTA Financial Group
Purchase,
New York
|
$1.25M
|
+$1.25M
|
+72,806
|
New
|
|
|
2
|
Alpha Cubed Investments
Irvine,
California
|
$548K
|
–
|
–
|
–
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$458K
|
–
|
–
|
–
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$305K
|
-$3.92K
|
-228
|
-1%
|
|
|
5
|
Curi RMB Capital
Chicago,
Illinois
|
$299K
|
-$2.32K
|
-135
|
-0.8%
|
|
|
6
|
|
$147K
|
+$8.76K
|
+510
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$128K
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44K
|
–
|
–
|
–
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$48.4K
|
-2,816
|
-62%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$20K
|
+$19.9K
|
+1,156
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$52
|
-3
|
-0.5%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Alexandria Capital
Arlington,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
21
|
America First Investment Advisors
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$2K
|
-$8.81K
|
-513
|
-82%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$48K
|
-3,143
|
Closed
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
+$17
|
+1
|
New
|
|
