|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.08M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.17M
|
+$1.33K
|
+103
|
+0.1%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$974K
|
–
|
–
|
–
|
|
|
4
|
|
$551K
|
+$524K
|
+40,640
|
+548%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$292K
|
-$563K
|
-43,698
|
-63%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$194K
|
-$9.76K
|
-757
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$141K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$47K
|
-$1.29K
|
-100
|
-2%
|
|
|
9
|
Spire Wealth Management
Mclean,
Virginia
|
$22K
|
–
|
–
|
–
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
13
|
|
$10K
|
–
|
–
|
–
|
|
|
14
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$6K
|
–
|
–
|
–
|
|
|
15
|
Bivin & Associates
Ponca City,
Oklahoma
|
$5K
|
+$5.16K
|
+400
|
New
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$312K
|
-22,201
|
Closed
|
|
|
18
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$14K
|
-1,000
|
Closed
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$8K
|
-558
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$3K
|
-200
|
Closed
|
|
|
21
|
PSI Advisors
Tampa,
Florida
|
–
|
-$2K
|
-130
|
Closed
|
|
|
22
|
KRS Capital Management
Bloomfield,
Michigan
|
–
|
+$296
|
+23
|
New
|
|
|
23
|
Widmann Financial Services
Bowie,
Maryland
|
–
|
+$322
|
+25
|
New
|
|
