|
1
|
|
$4.39M
|
+$2.35M
|
+69,308
|
+115%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.65M
|
+$6.48K
|
+191
|
+0.2%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.97M
|
+$890K
|
+26,223
|
+82%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
+$915K
|
+26,977
|
+392%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.13M
|
+$1.14M
|
+33,449
|
New
|
|
|
6
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.08M
|
+$133K
|
+3,907
|
+14%
|
|
|
7
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$464K
|
-$2.58K
|
-76
|
-0.6%
|
|
|
8
|
Waverton Investment Management
London,
United Kingdom
|
$389K
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$362K
|
+$362K
|
+10,672
|
New
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$288K
|
+$1.36K
|
+40
|
+0.5%
|
|
|
11
|
|
$196K
|
+$20.4K
|
+602
|
+12%
|
|
|
12
|
MTM Investment Management
Spartanburg,
South Carolina
|
$23.2K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.9K
|
–
|
–
|
–
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.7K
|
-$12.4K
|
-364
|
-44%
|
|
|
15
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Retirement Group
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.35K
|
-$139K
|
-4,111
|
-99%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.35K
|
-$1.87K
|
-55
|
-58%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$102
|
-3
|
-27%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$6.39M
|
-201,953
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$698K
|
-22,036
|
Closed
|
|
|
22
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$256K
|
-8,076
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$148K
|
-4,668
|
Closed
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$18.2K
|
-575
|
Closed
|
|
|
25
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
–
|
-$18.2K
|
-575
|
Closed
|
|
