|
1
|
|
$25.5M
|
+$705K
|
+16,597
|
+3%
|
|
|
2
|
|
$1.77M
|
+$656K
|
+15,436
|
+59%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$966K
|
-$140K
|
-3,292
|
-13%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.8K
|
–
|
–
|
–
|
|
|
5
|
|
$42.9K
|
–
|
–
|
–
|
|
|
6
|
SOA Wealth Advisors
New York
|
$13.7K
|
+$212
|
+5
|
+2%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$9.34K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.22K
|
+$7.22K
|
+170
|
New
|
|
|
9
|
Optima Capital
Beaverton,
Oregon
|
$5.33K
|
+$5.31K
|
+125
|
New
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$4.22K
|
+$42
|
+1
|
+1%
|
|
|
11
|
MASECO Private Wealth
London,
|
$2.21K
|
+$2.21K
|
+52
|
New
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.12K
|
–
|
–
|
–
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.78K
|
+$1.78K
|
+42
|
New
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$1.67K
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$976
|
+$977
|
+23
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$891
|
+$850
|
+20
|
+2,000%
|
|
|
17
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$509
|
+$510
|
+12
|
New
|
|
|
18
|
Russell Investments Group
London,
United Kingdom
|
$85
|
+$85
|
+2
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$26
|
–
|
–
|
–
|
|
|
20
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$13
|
+$42
|
+1
|
New
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$3.65K
|
-87
|
Closed
|
|
|
22
|
|
–
|
-$3.02K
|
-72
|
Closed
|
|
|
23
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$1.13K
|
-27
|
Closed
|
|
