|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
2
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$286K
|
+$1.91K
|
+1,091
|
+0.7%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$191K
|
-$26.8K
|
-15,300
|
-12%
|
|
|
4
|
Pin Oak Investment Advisors
Houston,
Texas
|
$180K
|
+$78.8K
|
+45,000
|
+80%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$157K
|
+$1.24K
|
+709
|
+0.8%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$85.3K
|
+$49.8K
|
+28,430
|
+146%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$83.1K
|
-$18.2K
|
-10,370
|
-18%
|
|
|
8
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$57.7K
|
-$1.61K
|
-917
|
-3%
|
|
|
9
|
|
$36.5K
|
+$35.9K
|
+20,490
|
New
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$31.5K
|
-$38.1K
|
-21,786
|
-55%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.5K
|
+$3.5K
|
+2,000
|
+14%
|
|
|
12
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$28.5K
|
+$28K
|
+16,000
|
New
|
|
|
13
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$25.2K
|
+$24.8K
|
+14,145
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$24.1K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20K
|
+$144
|
+82
|
+0.7%
|
|
|
16
|
Cantor Fitzgerald
New York
|
$17.8K
|
+$17.5K
|
+10,000
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.56K
|
+$3.5K
|
+1,999
|
+99,950%
|
|
|
18
|
SOA Wealth Advisors
New York
|
$687
|
–
|
–
|
–
|
|
|
19
|
|
$11
|
–
|
–
|
–
|
|
|
20
|
|
$4
|
+$2
|
+1
|
+100%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$33.7K
|
-19,879
|
Closed
|
|
|
22
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$22K
|
-13,006
|
Closed
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$83
|
-49
|
Closed
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$29
|
-17
|
Closed
|
|
