|
1
|
Alpha Cubed Investments
Irvine,
California
|
$440K
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$300K
|
+$47.4K
|
+3,244
|
+18%
|
|
|
3
|
|
$121K
|
+$3.01K
|
+206
|
+2%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$1.85K
|
+127
|
+4%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$33K
|
+$3.1K
|
+212
|
+10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
+$2.1K
|
+144
|
+7%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$891
|
+61
|
+5%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
12
|
Bruderman Asset Management
Locust Valley,
New York
|
$10K
|
–
|
–
|
–
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
14
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$7K
|
+$7.74K
|
+530
|
New
|
|
|
16
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$540
|
+37
|
+19%
|
|
|
19
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
20
|
OTA Financial Group
Purchase,
New York
|
–
|
-$605K
|
-44,906
|
Closed
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$579K
|
-42,295
|
Closed
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$174K
|
-12,742
|
Closed
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$151K
|
-11,021
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$1K
|
-102
|
Closed
|
|
