|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
-$209K
|
-4,615
|
-15%
|
|
|
2
|
Flow Traders U.S.
New York
|
$979K
|
+$990K
|
+21,842
|
New
|
|
|
3
|
Lion Street Advisors
Austin,
Texas
|
$683K
|
+$622K
|
+13,730
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$553K
|
-$69.8K
|
-1,540
|
-11%
|
|
|
5
|
Napa Wealth Management
Napa,
California
|
$349K
|
+$353K
|
+7,793
|
New
|
|
|
6
|
|
$338K
|
-$32.8K
|
-723
|
-9%
|
|
|
7
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$154K
|
+$13.5K
|
+297
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$70.6K
|
-$61K
|
-1,347
|
-46%
|
|
|
10
|
ORG Partners
Roanoke,
Indiana
|
$34.8K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$174K
|
-3,834
|
-87%
|
|
|
13
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$17.9K
|
–
|
–
|
–
|
|
|
14
|
Spire Wealth Management
Mclean,
Virginia
|
$8.51K
|
-$4.08K
|
-90
|
-32%
|
|
|
15
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.11K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.48K
|
–
|
–
|
–
|
|
|
17
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.85K
|
–
|
–
|
–
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.6K
|
+$2.63K
|
+58
|
New
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$2.51K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$672
|
+$680
|
+15
|
New
|
|
|
23
|
Biltmore Family Office
Charlotte,
North Carolina
|
$224
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$14
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$846K
|
-19,932
|
Closed
|
|
