|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.21M
|
+$231K
|
+7,480
|
+5%
|
|
|
2
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.33M
|
+$131K
|
+4,250
|
+10%
|
|
|
3
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.31M
|
+$11.2K
|
+363
|
+0.8%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$848K
|
–
|
–
|
–
|
|
|
5
|
Advanced Portfolio Management
New York
|
$662K
|
+$772K
|
+25,000
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$598K
|
+$2.78K
|
+90
|
+0.4%
|
|
|
7
|
Cantor Fitzgerald Investment Advisors
New York
|
$498K
|
+$5.31K
|
+172
|
+1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$432K
|
-$678K
|
-21,956
|
-60%
|
|
|
9
|
Veridan Wealth
West Linn,
Oregon
|
$277K
|
+$284K
|
+9,185
|
New
|
|
|
10
|
Aries Wealth Management
Portland,
Maine
|
$267K
|
–
|
–
|
–
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$266K
|
+$4.94K
|
+160
|
+2%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$266K
|
+$4.94K
|
+160
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$224K
|
+$236K
|
+7,649
|
New
|
|
|
14
|
McIlrath & Eck
Arlington,
Washington
|
$129K
|
+$5.13K
|
+166
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108K
|
–
|
–
|
–
|
|
|
16
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$62.6K
|
+$741
|
+24
|
+1%
|
|
|
17
|
|
$42.8K
|
-$73.7K
|
-2,387
|
-62%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$28.7K
|
+$2.38K
|
+77
|
+9%
|
|
|
20
|
Denver PWM
Denver,
Colorado
|
$20.1K
|
+$247
|
+8
|
+1%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$29
|
+$31
|
+1
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32.1K
|
-975
|
Closed
|
|
