|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.71M
|
-$255K
|
-7,526
|
-8%
|
|
|
2
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.23M
|
+$2.32M
|
+68,453
|
New
|
|
|
3
|
Dunhill Financial
London,
United Kingdom
|
$1.3M
|
-$167K
|
-4,939
|
-11%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.2M
|
+$223K
|
+6,592
|
+22%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.09M
|
-$5.48K
|
-162
|
-0.5%
|
|
|
6
|
|
$987K
|
-$304K
|
-8,981
|
-23%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$973K
|
-$1.14M
|
-33,592
|
-53%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$929K
|
-$226K
|
-6,684
|
-19%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$563K
|
-$16.6K
|
-489
|
-3%
|
|
|
10
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$414K
|
-$26.3K
|
-778
|
-6%
|
|
|
11
|
Waverton Investment Management
London,
United Kingdom
|
$374K
|
–
|
–
|
–
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$281K
|
-$1.69K
|
-50
|
-0.6%
|
|
|
13
|
|
$103K
|
-$20.1K
|
-593
|
-16%
|
|
|
14
|
MTM Investment Management
Spartanburg,
South Carolina
|
$22.3K
|
–
|
–
|
–
|
|
|
15
|
Coppell Advisory Solutions
Coppell,
Texas
|
$18.2K
|
+$10.5K
|
+310
|
+117%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.5K
|
-$1.15K
|
-34
|
-8%
|
|
|
17
|
Retirement Group
San Diego,
California
|
$3.35K
|
–
|
–
|
–
|
|
|
18
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$38
|
-$16.9K
|
-500
|
-100%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$36.9K
|
-1,076
|
Closed
|
|
