|
1
|
|
$1.9M
|
+$427K
|
+3,051
|
+27%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
-$56.4K
|
-403
|
-3%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$1.42M
|
-$1.27M
|
-9,070
|
-46%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$1.3M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$943K
|
-$12.7K
|
-91
|
-1%
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$874K
|
-$5.59K
|
-40
|
-0.6%
|
|
|
7
|
|
$663K
|
+$143K
|
+1,021
|
+26%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$519K
|
-$730K
|
-5,216
|
-57%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$281K
|
+$28K
|
+200
|
+11%
|
|
|
10
|
Weaver Consulting Group
Huntington Beach,
California
|
$269K
|
-$48.3K
|
-345
|
-15%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$253K
|
-$9.51K
|
-68
|
-3%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$225K
|
+$235K
|
+1,678
|
New
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$76.9K
|
-$10.1K
|
-72
|
-11%
|
|
|
14
|
Carmel Capital Partners
San Diego,
California
|
$33.8K
|
-$35K
|
-250
|
-50%
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$26.8K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$19.1K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.77K
|
-$79.4K
|
-568
|
-91%
|
|
|
18
|
Avion Wealth
The Woodlands,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$268
|
+$280
|
+2
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$40
|
-$16.4K
|
-117
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$462K
|
-3,304
|
Closed
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$14.7K
|
-105
|
Closed
|
|
