|
1
|
|
$1.4M
|
-$505K
|
-21,509
|
-26%
|
|
|
2
|
Elmwood Wealth Management
Berkeley,
California
|
$1.39M
|
+$4.11K
|
+175
|
+0.3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$809K
|
+$105K
|
+4,488
|
+14%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$666K
|
-$12.3K
|
-526
|
-2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$534K
|
-$28.1K
|
-1,200
|
-5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$456K
|
-$5.16K
|
-220
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$455K
|
-$1.52M
|
-64,888
|
-76%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$187K
|
-$21.1K
|
-901
|
-10%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
-$224K
|
-9,536
|
-61%
|
|
|
10
|
Highline Wealth Partners
Sherman Oaks,
California
|
$39.7K
|
-$629K
|
-26,833
|
-94%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
+$2.35K
|
+100
|
+7%
|
|
|
12
|
|
$9.08K
|
+$23
|
+1
|
+0.2%
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.25K
|
–
|
–
|
–
|
|
|
14
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.24K
|
-$586
|
-25
|
-31%
|
|
|
15
|
Main Street Group
Glen Allen,
Virginia
|
$563
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$361
|
–
|
–
|
–
|
|
|
17
|
Castleview Partners
Dallas,
Texas
|
$45
|
+$47
|
+2
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$773K
|
-32,038
|
Closed
|
|
|
19
|
Clarity Capital Partners
Newport Beach,
California
|
–
|
-$570K
|
-23,631
|
Closed
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$442K
|
-18,311
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$350K
|
-14,501
|
Closed
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$1.11K
|
-46
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$24
|
-1
|
Closed
|
|
