|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$20.2M
|
-$657K
|
-25,955
|
-4%
|
|
|
2
|
|
$1.42M
|
-$82.2K
|
-3,246
|
-6%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$282K
|
+$251K
|
+9,896
|
New
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$257K
|
+$228K
|
+9,020
|
New
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$26.4K
|
+$23.4K
|
+925
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.3K
|
+$5.09K
|
+201
|
+87%
|
|
|
7
|
Parallel Advisors
San Francisco,
California
|
$11.2K
|
+$9.98K
|
+394
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25K
|
+$2.89K
|
+114
|
New
|
|
|
9
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.77K
|
–
|
–
|
–
|
|
|
10
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.57K
|
–
|
–
|
–
|
|
|
11
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.43K
|
-$30.6K
|
-1,210
|
-96%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$9.53M
|
-386,395
|
Closed
|
|
|
13
|
|
–
|
-$343K
|
-13,956
|
Closed
|
|
|
14
|
BXM Wealth
Englewood,
Colorado
|
–
|
-$213K
|
-8,690
|
Closed
|
|
|
15
|
Vise Technologies
New York
|
–
|
-$234K
|
-8,648
|
Closed
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-80
|
Closed
|
|
