|
1
|
Citadel Advisors
Miami,
Florida
|
$3.96M
|
+$262K
|
+15,185
|
+8%
|
|
|
2
|
|
$1.41M
|
-$594K
|
-34,355
|
-31%
|
|
|
3
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$370K
|
+$53.7K
|
+3,105
|
+19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
-$363K
|
-20,990
|
-54%
|
|
|
5
|
Pacific Sun Financial
Los Angeles,
California
|
$337K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$329K
|
-$54.9K
|
-3,175
|
-15%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$242K
|
+$225K
|
+13,015
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$205K
|
-$87.5K
|
-5,065
|
-31%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$163K
|
-$5.7K
|
-330
|
-4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$96K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
+$38.3K
|
+2,215
|
+114%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
–
|
–
|
–
|
|
|
15
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$20K
|
+$3.2K
|
+185
|
+20%
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
18
|
Caldwell Trust
Venice,
Florida
|
$8.37K
|
–
|
–
|
–
|
|
|
19
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$173
|
+10
|
+15%
|
|
|
24
|
|
–
|
-$621K
|
-40,725
|
Closed
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$10K
|
-675
|
Closed
|
|
