|
1
|
UBS Group
Zurich,
Switzerland
|
$42.8K
|
+$7.37K
|
+229
|
+17%
|
|
|
2
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.2K
|
–
|
–
|
–
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1K
|
+$4.31K
|
+134
|
+57%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.38K
|
+$547
|
+17
|
+9%
|
|
|
6
|
Center for Financial Planning
Southfied,
Michigan
|
$4.37K
|
+$3.15K
|
+98
|
+158%
|
|
|
7
|
Pacific Center for Financial Services
San Ramon,
California
|
$2.24K
|
–
|
–
|
–
|
|
|
8
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.69K
|
–
|
–
|
–
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$1.33K
|
–
|
–
|
–
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$1.01K
|
–
|
–
|
–
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$710
|
–
|
–
|
–
|
|
|
12
|
Marshall Investment Management
Littleton,
Colorado
|
$655
|
+$773
|
+24
|
New
|
|
|
13
|
Millstone Evans Group
Boulder,
Colorado
|
$546
|
+$644
|
+20
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$218
|
+$258
|
+8
|
New
|
|
|
15
|
American Capital Advisory
Ketchum,
Idaho
|
$55
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$27
|
+$32
|
+1
|
New
|
|
|
17
|
|
–
|
-$1.2M
|
-34,481
|
Closed
|
|
|
18
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$7.19K
|
-207
|
Closed
|
|
|
19
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$2.15K
|
-62
|
Closed
|
|
|
20
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$773
|
-24
|
-69%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$660
|
-19
|
Closed
|
|
|
22
|
|
–
|
-$486
|
-14
|
Closed
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$35
|
-1
|
Closed
|
|
