|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.58M
|
–
|
–
|
–
|
|
|
2
|
Doliver Advisors
Houston,
Texas
|
$581K
|
+$436K
|
+8,632
|
+239%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$204K
|
-$214K
|
-4,227
|
-49%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$168K
|
+$46.2K
|
+915
|
+35%
|
|
|
5
|
Bennicas & Associates
Portola Valley,
California
|
$107K
|
–
|
–
|
–
|
|
|
6
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$102K
|
–
|
–
|
–
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62K
|
-$12.3K
|
-244
|
-16%
|
|
|
8
|
|
$53K
|
-$15.2K
|
-301
|
-21%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$46K
|
+$455
|
+9
|
+0.9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$42K
|
-$6.97K
|
-138
|
-13%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$39K
|
+$41.8K
|
+828
|
New
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$10.9K
|
+215
|
+82%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$16K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
16
|
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$3.89K
|
+77
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2K
|
-$16.9K
|
-335
|
-87%
|
|
|
21
|
Virtu KCG Holdings
New York
|
–
|
-$164K
|
-3,021
|
Closed
|
|
|
22
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$128K
|
-2,358
|
Closed
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1K
|
-26
|
Closed
|
|
