|
1
|
Equitable Holdings
New York
|
$1.78M
|
+$294K
|
+5,930
|
+19%
|
|
|
2
|
SG Americas Securities
New York
|
$809K
|
+$294K
|
+5,930
|
+53%
|
|
|
3
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$629K
|
-$18.3K
|
-369
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$609K
|
+$95.2K
|
+1,919
|
+17%
|
|
|
5
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$540K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$525K
|
-$181K
|
-3,649
|
-25%
|
|
|
7
|
Elevated Capital Advisors
Sandy,
Utah
|
$476K
|
+$501K
|
+10,098
|
New
|
|
|
8
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$237K
|
+$171K
|
+3,441
|
New
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$215K
|
+$226K
|
+4,564
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$214K
|
-$1.39M
|
-28,070
|
-86%
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$210K
|
–
|
–
|
–
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$200K
|
+$105K
|
+2,112
|
+99%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$89K
|
-$9.62K
|
-194
|
-9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$62K
|
-$214K
|
-4,317
|
-77%
|
|
|
15
|
|
$55K
|
-$10.4K
|
-210
|
-15%
|
|
|
16
|
PSI Advisors
Tampa,
Florida
|
$44K
|
–
|
–
|
–
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$28K
|
+$496
|
+10
|
+2%
|
|
|
18
|
Albion Financial Group
Salt Lake City,
Utah
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$794
|
+16
|
+5%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$11K
|
-$11.5K
|
-231
|
-48%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$2K
|
-$1.09K
|
-22
|
-33%
|
|
|
23
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Anfield Capital Management
Irvine,
California
|
–
|
-$727K
|
-13,107
|
Closed
|
|
