|
1
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
+$1.57M
|
+57,889
|
+144%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.2M
|
+$246K
|
+9,067
|
+13%
|
|
|
3
|
|
$778K
|
-$401K
|
-14,813
|
-34%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$636K
|
-$22.1K
|
-815
|
-3%
|
|
|
5
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$588K
|
+$49.7K
|
+1,835
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$499K
|
+$40K
|
+1,477
|
+9%
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$474K
|
+$365K
|
+13,467
|
New
|
|
|
8
|
Snowden Capital Advisors
New York
|
$402K
|
-$5.66K
|
-209
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$394K
|
+$9.48K
|
+350
|
+3%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$214K
|
+$210K
|
+7,752
|
New
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$143K
|
+$11.8K
|
+435
|
+9%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$103K
|
+$1.6K
|
+59
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$66K
|
-$12.1K
|
-447
|
-16%
|
|
|
14
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$25K
|
+$24.6K
|
+910
|
New
|
|
|
15
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
-$15.2K
|
-560
|
-64%
|
|
|
17
|
|
$6K
|
+$542
|
+20
|
+10%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$4.14K
|
–
|
–
|
–
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$2.46M
|
-95,539
|
Closed
|
|
|
20
|
|
–
|
-$871K
|
-33,818
|
Closed
|
|
|
21
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$387K
|
-15,000
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$368K
|
-14,285
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$29K
|
-1,107
|
Closed
|
|
|
24
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$5K
|
-228
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$27
|
+1
|
New
|
|
