|
1
|
|
$8.77M
|
-$1.65M
|
-47,042
|
-15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.4M
|
+$542K
|
+15,478
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.53M
|
+$103K
|
+2,929
|
+4%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.24M
|
+$2.4M
|
+68,630
|
New
|
|
|
5
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.46M
|
-$8.85K
|
-253
|
-0.6%
|
|
|
6
|
|
$1.42M
|
+$1.52M
|
+43,376
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
-$305K
|
-8,714
|
-18%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$934K
|
-$386K
|
-11,019
|
-28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$505K
|
+$58.1K
|
+1,659
|
+12%
|
|
|
10
|
Risk Paradigm Group
Austin,
Texas
|
$493K
|
-$65.1K
|
-1,859
|
-11%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$423K
|
-$735
|
-21
|
-0.2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$348K
|
-$21.2K
|
-605
|
-5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$308K
|
-$4.79M
|
-136,880
|
-94%
|
|
|
14
|
|
$296K
|
+$7.21K
|
+206
|
+2%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$208K
|
-$4.03K
|
-115
|
-2%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Ruggie Capital Group
Tavares,
Florida
|
$6K
|
+$6.51K
|
+186
|
New
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Breiter Capital Management
Bradenton,
Florida
|
–
|
-$1.46M
|
-40,459
|
Closed
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$480K
|
-13,316
|
Closed
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$52.6K
|
-1,460
|
Closed
|
|
