|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$10.3M
|
+225,337
|
+1,528%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$6.32M
|
+$5.69M
|
+124,900
|
+1,217%
|
|
|
3
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.76M
|
+$5.58M
|
+122,489
|
+16,117%
|
|
|
4
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$5.17M
|
+$3.76M
|
+82,569
|
+295%
|
|
|
5
|
|
$4.3M
|
+$1.65M
|
+36,167
|
+65%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.27M
|
+$1.23M
|
+27,089
|
New
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1M
|
+$957K
|
+21,022
|
+4,550%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$700K
|
+$682K
|
+14,977
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$662K
|
+$300K
|
+6,588
|
+87%
|
|
|
10
|
RPTC Inc
Jackson,
Wyoming
|
$488K
|
+$475K
|
+10,431
|
New
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$479K
|
+$466K
|
+10,244
|
New
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$341K
|
+$7.83K
|
+172
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$289K
|
+$282K
|
+6,190
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$202K
|
+$197K
|
+4,330
|
New
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$2.41K
|
+53
|
+13%
|
|
|
17
|
Parkwood LLC
Cleveland,
Ohio
|
–
|
-$17.6M
|
-413,321
|
Closed
|
|
