|
1
|
|
$3M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.97M
|
+$218K
|
+16,320
|
+11%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$1.2M
|
+90,111
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.1K
|
-$88.2K
|
-6,613
|
-49%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72K
|
-$257K
|
-19,313
|
-76%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.2K
|
–
|
–
|
–
|
|
|
7
|
|
$30.8K
|
+$27.1K
|
+2,030
|
+378%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$21.9K
|
+$27
|
+2
|
+0.1%
|
|
|
9
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.8K
|
+$18.7K
|
+1,400
|
New
|
|
|
10
|
Cutler Group
San Francisco,
California
|
$14K
|
-$10.7K
|
-800
|
-40%
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$12.6K
|
+$40
|
+3
|
+0.3%
|
|
|
12
|
TFC Financial Management
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.7K
|
+$12.9K
|
+971
|
New
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.13K
|
+$27
|
+2
|
+0.4%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.9K
|
–
|
–
|
–
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$4.5K
|
+$5K
|
+375
|
New
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$900
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$540
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$480
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$3.34M
|
-250,000
|
Closed
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$6K
|
-418
|
Closed
|
|
|
22
|
Quintet Private Bank (Europe)
Luxembourg
|
–
|
-$2.52K
|
-188
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$214
|
-16
|
Closed
|
|
