|
1
|
Alpha Cubed Investments
Irvine,
California
|
$439K
|
–
|
–
|
–
|
|
|
2
|
|
$124K
|
+$2.95K
|
+205
|
+2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$70K
|
+4,871
|
+224%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$38K
|
-$4.53K
|
-315
|
-10%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$33K
|
-$216
|
-15
|
-0.6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
12
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Aperio Group
Sausalito,
California
|
$3K
|
+$3.25K
|
+226
|
New
|
|
|
16
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1K
|
+$1.55K
|
+108
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$300K
|
-21,634
|
Closed
|
|
|
18
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$10K
|
-750
|
Closed
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$7K
|
-530
|
Closed
|
|
|
20
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
–
|
-$5K
|
-411
|
Closed
|
|
|
21
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$1K
|
-60
|
Closed
|
|
