|
1
|
Citadel Advisors
Miami,
Florida
|
$3.01M
|
+$1.99M
|
+100,045
|
+102%
|
|
|
2
|
|
$1.68M
|
+$152K
|
+7,665
|
+7%
|
|
|
3
|
|
$621K
|
+$810K
|
+40,725
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$597K
|
+$85.5K
|
+4,300
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$318K
|
+$335K
|
+16,825
|
+411%
|
|
|
6
|
Pacific Sun Financial
Los Angeles,
California
|
$276K
|
–
|
–
|
–
|
|
|
7
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$255K
|
+$25.6K
|
+1,290
|
+8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$245K
|
-$118K
|
-5,950
|
-27%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$201K
|
+$6.16K
|
+310
|
+2%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$138K
|
+$181K
|
+9,080
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$79K
|
+$103K
|
+5,175
|
New
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$43K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
+$23.8K
|
+1,195
|
+159%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
+$9.24K
|
+465
|
+48%
|
|
|
15
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$13K
|
+$18.1K
|
+910
|
New
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$10K
|
+$13.4K
|
+675
|
New
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Caldwell Trust
Venice,
Florida
|
$6.86K
|
+$8.95K
|
+450
|
New
|
|
|
20
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5K
|
-$1.49K
|
-75
|
-20%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$4K
|
-$99
|
-5
|
-2%
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2K
|
-$99
|
-5
|
-3%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
-$2.39K
|
-120
|
-65%
|
|
|
25
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$705K
|
-33,075
|
Closed
|
|
