|
1
|
Joel Isaacson & Co
New York
|
$4.77M
|
+$900
|
+24
|
+0%
|
|
|
2
|
Summit Trail Advisors
New York
|
$4.35M
|
–
|
–
|
–
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$1.54M
|
-$259K
|
-6,909
|
-15%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.12M
|
-$62.2K
|
-1,658
|
-6%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$869K
|
+$216K
|
+5,750
|
+36%
|
|
|
6
|
|
$857K
|
–
|
–
|
–
|
|
|
7
|
DFPG Investments
Sandy,
Utah
|
$847K
|
–
|
–
|
–
|
|
|
8
|
Graypoint LLC
Albany,
New York
|
$666K
|
–
|
–
|
–
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$564K
|
-$8.44K
|
-225
|
-2%
|
|
|
10
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$502K
|
-$340K
|
-9,070
|
-42%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$465K
|
-$71.8K
|
-1,915
|
-14%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$430K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$232K
|
+$1.88K
|
+50
|
+0.9%
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$171K
|
+$262
|
+7
|
+0.2%
|
|
|
15
|
|
$120K
|
+$112K
|
+3,000
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114K
|
+$8.96K
|
+239
|
+9%
|
|
|
17
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$45.2K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.3K
|
+$18.4K
|
+490
|
+3,267%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$4.01K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.14K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.61K
|
-$111K
|
-2,966
|
-99%
|
|
|
22
|
Chai Trust Company
Chicago,
Illinois
|
–
|
-$2.86M
|
-78,961
|
Closed
|
|
|
23
|
|
–
|
-$936K
|
-25,802
|
Closed
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$321K
|
-8,857
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$29.8K
|
-823
|
Closed
|
|
