|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.27M
|
-$828K
|
-26,762
|
-39%
|
|
|
2
|
Independent Financial Group
San Diego,
California
|
$658K
|
+$676K
|
+21,852
|
New
|
|
|
3
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$631K
|
+$260K
|
+8,421
|
+67%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$526K
|
-$92.6K
|
-2,995
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$495K
|
-$1.18M
|
-38,276
|
-70%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$450K
|
+$238K
|
+7,711
|
+107%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$442K
|
+$222K
|
+7,165
|
+95%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$436K
|
-$62.4K
|
-2,018
|
-12%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$427K
|
-$1.18M
|
-38,276
|
-73%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$398K
|
+$115K
|
+3,705
|
+39%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$244K
|
+$495
|
+16
|
+0.2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.14K
|
+$1.82K
|
+59
|
+41%
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$121
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.67K
|
-54
|
Closed
|
|
