|
1
|
|
$19.5M
|
-$558K
|
-39,896
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$53.9K
|
+3,856
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.13M
|
+$206K
|
+14,720
|
+21%
|
|
|
4
|
9258 Wealth Management
Blue Ash,
Ohio
|
$723K
|
–
|
–
|
–
|
|
|
5
|
ASB Consultores
Aventura,
Florida
|
$722K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$580K
|
-$58.3K
|
-4,168
|
-9%
|
|
|
7
|
Bosun Asset Management
Chicago,
Illinois
|
$545K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$472K
|
-$56
|
-4
|
-0%
|
|
|
9
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$306K
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$229K
|
+$235K
|
+16,784
|
New
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$202K
|
+$50.4K
|
+3,604
|
+32%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$176K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$172K
|
+$280
|
+20
|
+0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114K
|
+$112K
|
+8,000
|
+1,961%
|
|
|
16
|
Activest Wealth Management
Aventure,
Florida
|
$47.4K
|
–
|
–
|
–
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.9K
|
–
|
–
|
–
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
$32.9K
|
–
|
–
|
–
|
|
|
19
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
20
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$16.3K
|
–
|
–
|
–
|
|
|
21
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$8.22K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.08K
|
–
|
–
|
–
|
|
|
23
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.67K
|
-$56
|
-4
|
-2%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$2.02K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.15M
|
-86,428
|
Closed
|
|
