|
1
|
|
$2.03M
|
-$1.01M
|
-50,000
|
-33%
|
|
|
2
|
|
$1.77M
|
-$1.23M
|
-60,912
|
-41%
|
|
|
3
|
Platform Technology Partners
New York
|
$958K
|
+$107K
|
+5,303
|
+13%
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$729K
|
+$726K
|
+35,808
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$697K
|
-$1.74M
|
-85,798
|
-71%
|
|
|
6
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$656K
|
-$10.1K
|
-500
|
-2%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$628K
|
+$625K
|
+30,820
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$447K
|
+$445K
|
+21,947
|
New
|
|
|
9
|
|
$435K
|
+$433K
|
+21,375
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$407K
|
-$2.63M
|
-130,000
|
-87%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$402K
|
+$145K
|
+7,138
|
+57%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$371K
|
-$105K
|
-5,185
|
-22%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$30.5K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4K
|
–
|
–
|
–
|
|
|
15
|
Mizuho Securities USA
New York
|
–
|
-$973K
|
-48,226
|
Closed
|
|
