|
1
|
|
$10.2M
|
+$1.42M
|
+146,268
|
+13%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.46M
|
+$1.66M
|
+171,424
|
+119%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$1.61M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.21M
|
-$57.5K
|
-5,924
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
-$51.2K
|
-5,272
|
-3%
|
|
|
6
|
|
$927K
|
+$502K
|
+51,732
|
+77%
|
|
|
7
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$853K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$809K
|
-$2.36M
|
-242,912
|
-70%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$736K
|
+$484K
|
+49,824
|
+112%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$733K
|
-$3.6M
|
-371,352
|
-80%
|
|
|
11
|
9258 Wealth Management
Blue Ash,
Ohio
|
$478K
|
-$48.5K
|
-5,000
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$427K
|
-$179K
|
-18,456
|
-25%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$377K
|
+$106K
|
+10,944
|
+29%
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$240K
|
-$66K
|
-6,800
|
-18%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$158K
|
+$195K
|
+20,040
|
New
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$101K
|
+$126K
|
+12,944
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$83K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$65K
|
-$52K
|
-5,352
|
-39%
|
|
|
19
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
20
|
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Bartlett & Co
Cincinnati,
Ohio
|
$5K
|
+$5.75K
|
+592
|
New
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.62K
|
+$5.75K
|
+592
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$460K
|
-43,052
|
Closed
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$347K
|
-32,392
|
Closed
|
|
|
25
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$223K
|
-20,900
|
Closed
|
|
