|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
-$4.33M
|
-183,816
|
-17%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$14.8M
|
-$589K
|
-25,000
|
-4%
|
|
|
3
|
|
$4.13M
|
+$3.66M
|
+155,112
|
+784%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.58M
|
-$310K
|
-13,149
|
-8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.1M
|
-$731
|
-31
|
-0%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.58M
|
+$1.58M
|
+67,042
|
New
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$930K
|
+$561K
|
+23,791
|
+153%
|
|
|
8
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$752K
|
+$762K
|
+32,335
|
New
|
|
|
9
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$423K
|
-$7.33K
|
-311
|
-2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$377K
|
-$3.56K
|
-151
|
-0.9%
|
|
|
11
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$257K
|
+$257K
|
+10,889
|
New
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$254K
|
-$126K
|
-5,352
|
-33%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$11.6K
|
+$11.1K
|
+471
|
+2,479%
|
|
|
14
|
|
$6.32K
|
–
|
–
|
–
|
|
|
15
|
|
$4.58K
|
+$4.57K
|
+194
|
New
|
|
|
16
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$2K
|
+$1.6K
|
+68
|
New
|
|
|
17
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.11K
|
+$1.11K
|
+47
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$660
|
+28
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$332K
|
-13,465
|
Closed
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
–
|
-$14.8K
|
-600
|
Closed
|
|
