|
1
|
|
$12.7M
|
+$138K
|
+13,196
|
+1%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$2.09M
|
–
|
–
|
–
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
-$17.5K
|
-1,680
|
-1%
|
|
|
4
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$44K
|
-4,224
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$955K
|
-$222K
|
-21,260
|
-19%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$684K
|
-$298K
|
-28,612
|
-31%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$648K
|
+$93.2K
|
+8,944
|
+17%
|
|
|
9
|
9258 Wealth Management
Blue Ash,
Ohio
|
$564K
|
-$11.5K
|
-1,100
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$352K
|
+$243K
|
+23,292
|
+228%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$321K
|
–
|
–
|
–
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$281K
|
-$41.7K
|
-4,000
|
-13%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$214K
|
-$27K
|
-2,592
|
-11%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$209K
|
-$658K
|
-63,128
|
-76%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$136K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
-$68.4K
|
-6,564
|
-36%
|
|
|
17
|
First Horizon Corporation
Memphis,
Tennessee
|
$120K
|
+$119K
|
+11,448
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$88K
|
–
|
–
|
–
|
|
|
19
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
20
|
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$6K
|
+$6.3K
|
+604
|
New
|
|
