|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.03M
|
-$573K
|
-16,696
|
-15%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$2.12M
|
+$178K
|
+5,194
|
+9%
|
|
|
3
|
Dunhill Financial
London,
United Kingdom
|
$1.47M
|
+$1.53M
|
+44,695
|
New
|
|
|
4
|
|
$1.31M
|
-$3.1M
|
-90,484
|
-70%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.18M
|
+$48.6K
|
+1,417
|
+4%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.12M
|
+$10.3K
|
+300
|
+0.9%
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.01M
|
-$60.8K
|
-1,773
|
-6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$593K
|
+$611K
|
+17,806
|
New
|
|
|
9
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$450K
|
-$7.41K
|
-216
|
-2%
|
|
|
10
|
Waverton Investment Management
London,
United Kingdom
|
$382K
|
–
|
–
|
–
|
|
|
11
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$285K
|
+$1.54K
|
+45
|
+0.5%
|
|
|
12
|
|
$125K
|
-$70.1K
|
-2,045
|
-35%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.9K
|
-$329K
|
-9,596
|
-90%
|
|
|
14
|
MTM Investment Management
Spartanburg,
South Carolina
|
$22.8K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.7K
|
+$34
|
+1
|
+0.2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.9K
|
-$1.61K
|
-47
|
-10%
|
|
|
17
|
Coppell Advisory Solutions
Coppell,
Texas
|
$8.66K
|
+$9.09K
|
+265
|
New
|
|
|
18
|
Retirement Group
San Diego,
California
|
$3.43K
|
–
|
–
|
–
|
|
|
19
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$34
|
-1
|
-13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1.35K
|
-40
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.35K
|
-40
|
Closed
|
|
