|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.59M
|
-$989K
|
-40,995
|
-15%
|
|
|
2
|
|
$5.12M
|
+$2.79M
|
+115,571
|
+116%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.85M
|
+$4.93M
|
+204,263
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.77M
|
-$24.2K
|
-1,004
|
-0.9%
|
|
|
5
|
IRON Financial
Northbrook,
Illinois
|
$2.53M
|
+$38.2K
|
+1,584
|
+2%
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$872K
|
+$14.3K
|
+591
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$766K
|
-$89.4K
|
-3,705
|
-10%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$747K
|
+$759K
|
+31,441
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$683K
|
-$4.13K
|
-171
|
-0.6%
|
|
|
10
|
Kessler Investment Group
Columbus,
Indiana
|
$521K
|
+$237K
|
+9,805
|
+81%
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$354K
|
+$128K
|
+5,321
|
+56%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$345K
|
+$351K
|
+14,535
|
New
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$307K
|
–
|
–
|
–
|
|
|
14
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$227K
|
+$230K
|
+9,543
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$32.6K
|
+1,349
|
+142%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$23K
|
-934
|
Closed
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$16K
|
-673
|
Closed
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$16.3K
|
-673
|
Closed
|
|
|
19
|
Rockefeller Capital Management
New York
|
–
|
-$10K
|
-416
|
Closed
|
|
|
20
|
|
–
|
-$2K
|
-79
|
Closed
|
|
|
21
|
North Star Investment Management
Chicago,
Illinois
|
–
|
+$434
|
+18
|
New
|
|
