|
1
|
HSBC Holdings
London,
United Kingdom
|
$18.5M
|
-$950K
|
-28,770
|
-5%
|
|
|
2
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$3.43M
|
+$497K
|
+15,053
|
+17%
|
|
|
3
|
|
$3.05M
|
+$2.97M
|
+90,000
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.38M
|
+$1.82M
|
+55,175
|
+362%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1.97M
|
+$170K
|
+5,136
|
+10%
|
|
|
6
|
|
$1.43M
|
+$718K
|
+21,735
|
+106%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$827K
|
+$807K
|
+24,430
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$765K
|
+$746K
|
+22,586
|
New
|
|
|
9
|
Redmond Asset Management
Henrico,
Virginia
|
$492K
|
-$826
|
-25
|
-0.2%
|
|
|
10
|
ES4 LLC
Newport Beach,
California
|
$472K
|
+$460K
|
+13,934
|
New
|
|
|
11
|
HBW Advisory Services
Simi Valley,
California
|
$370K
|
+$37.5K
|
+1,134
|
+12%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$329K
|
+$321K
|
+9,719
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$300K
|
+$20.7K
|
+626
|
+8%
|
|
|
14
|
Kaizen Financial Strategies
Campbell,
California
|
$284K
|
+$5.18K
|
+157
|
+2%
|
|
|
15
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
16
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
17
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$83.9K
|
-$297
|
-9
|
-0.4%
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$20.9K
|
+$20.4K
|
+618
|
New
|
|
|
19
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.62K
|
+$165
|
+5
|
+2%
|
|
|
20
|
Optima Capital
Beaverton,
Oregon
|
$5.76K
|
+$5.62K
|
+170
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$837
|
+$826
|
+25
|
New
|
|
|
23
|
|
$41
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$12
|
–
|
–
|
–
|
|
|
25
|
Main Management ETF Advisors
San Francisco,
California
|
–
|
-$8.63M
|
-260,076
|
Closed
|
|
