|
1
|
|
$1.97M
|
-$1.1M
|
-40,119
|
-35%
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$690K
|
+$80.9K
|
+2,948
|
+13%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$616K
|
+$176K
|
+6,411
|
+43%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$540K
|
-$13.7K
|
-498
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$441K
|
+$148K
|
+5,392
|
+49%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$435K
|
–
|
–
|
–
|
|
|
8
|
SignatureFD
Atlanta,
Georgia
|
$318K
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$235K
|
+$241K
|
+8,768
|
New
|
|
|
10
|
|
$193K
|
+$3.79K
|
+138
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$141K
|
+$36.3K
|
+1,324
|
+34%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$85.9K
|
+$87.8K
|
+3,200
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.9K
|
+$3.82K
|
+139
|
+31%
|
|
|
14
|
Orion Capital Management
Coronado,
California
|
$11.5K
|
+$11.8K
|
+429
|
New
|
|
|
15
|
Private Trust Company
Cleveland,
Ohio
|
$10.4K
|
-$82
|
-3
|
-0.8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$26
|
-$27
|
-1
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$746K
|
-28,447
|
Closed
|
|
|
18
|
Eagle Bay Advisors
New York
|
–
|
-$5.25K
|
-200
|
Closed
|
|
