|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.64M
|
-$1.02M
|
-44,093
|
-15%
|
|
|
2
|
|
$4.63M
|
+$2.98M
|
+128,372
|
+179%
|
|
|
3
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.76M
|
+$26.3K
|
+1,133
|
+1%
|
|
|
4
|
IRON Financial
Northbrook,
Illinois
|
$2.33M
|
-$26.9K
|
-1,157
|
-1%
|
|
|
5
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$892K
|
+$16.4K
|
+704
|
+2%
|
|
|
6
|
UBP Investment Advisors
Geneva,
Switzerland
|
$840K
|
+$845K
|
+36,371
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$832K
|
+$836K
|
+35,954
|
New
|
|
|
8
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$763K
|
+$767K
|
+32,980
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$663K
|
-$58.6K
|
-2,522
|
-8%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$440K
|
-$4.04K
|
-174
|
-0.9%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$238K
|
–
|
–
|
–
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$230K
|
+$231K
|
+9,951
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$72K
|
-$30.1K
|
-1,297
|
-30%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17K
|
-$15.2K
|
-653
|
-47%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.04M
|
-44,793
|
Closed
|
|
|
16
|
LPL Financial
San Diego,
California
|
–
|
-$845K
|
-36,428
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$307K
|
-13,219
|
Closed
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$16K
|
-707
|
Closed
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$16.4K
|
-707
|
Closed
|
|
|
20
|
Rockefeller Capital Management
New York
|
–
|
-$9K
|
-421
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
-$7K
|
-301
|
Closed
|
|
|
22
|
|
–
|
-$1.81K
|
-78
|
-83%
|
|
|
23
|
North Star Investment Management
Chicago,
Illinois
|
–
|
+$442
|
+19
|
New
|
|
