|
1
|
Alpha Cubed Investments
Irvine,
California
|
$586K
|
–
|
–
|
–
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$318K
|
-$2.28K
|
-127
|
-0.7%
|
|
|
3
|
|
$144K
|
+$1.42K
|
+79
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$140K
|
-$18
|
-1
|
-0%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$103K
|
+$55.2K
|
+3,082
|
+125%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$74K
|
+$25.8K
|
+1,438
|
+57%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$62K
|
+$4.17K
|
+233
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$62K
|
+$26.8K
|
+1,497
|
+81%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$53K
|
-$7.81K
|
-436
|
-13%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$19K
|
–
|
–
|
–
|
|
|
11
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$12K
|
–
|
–
|
–
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$430
|
+24
|
+4%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
17
|
America First Investment Advisors
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$1K
|
-$6.86K
|
-383
|
-93%
|
|
|
20
|
OTA Financial Group
Purchase,
New York
|
–
|
-$305K
|
-18,480
|
Closed
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$283K
|
-17,081
|
Closed
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$193K
|
-11,684
|
Closed
|
|
|
23
|
Ford Financial Group
Fresno,
California
|
–
|
-$1K
|
-62
|
Closed
|
|
