|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.96M
|
-$92.8K
|
-2,759
|
-3%
|
|
|
2
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.21M
|
-$275K
|
-8,178
|
-12%
|
|
|
3
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.4M
|
+$43.4K
|
+1,292
|
+4%
|
|
|
4
|
|
$1.34M
|
+$207K
|
+6,151
|
+20%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.19M
|
-$39K
|
-1,160
|
-3%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$912K
|
-$170K
|
-5,061
|
-17%
|
|
|
7
|
Waverton Investment Management
London,
United Kingdom
|
$465K
|
+$40.6K
|
+1,206
|
+10%
|
|
|
8
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$448K
|
-$17.3K
|
-514
|
-4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$422K
|
-$574K
|
-17,071
|
-60%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$300K
|
-$3.33K
|
-99
|
-1%
|
|
|
11
|
|
$117K
|
+$773
|
+23
|
+0.7%
|
|
|
12
|
Dunhill Financial
London,
United Kingdom
|
$99.8K
|
-$1.25M
|
-37,033
|
-93%
|
|
|
13
|
Coppell Advisory Solutions
Coppell,
Texas
|
$73.1K
|
+$47.7K
|
+1,419
|
+247%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$30.9K
|
+$28.4K
|
+844
|
New
|
|
|
15
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$185
|
+$168
|
+5
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$26
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$563K
|
-17,317
|
Closed
|
|
|
20
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$22.3K
|
-685
|
Closed
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$12.5K
|
-383
|
Closed
|
|
|
22
|
Retirement Group
San Diego,
California
|
–
|
-$3.35K
|
-103
|
Closed
|
|
