|
1
|
|
$3.06M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
+$140K
|
+12,075
|
+7%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
+$39.8K
|
+3,436
|
+4%
|
|
|
4
|
|
$915K
|
+$866K
|
+74,786
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$125K
|
+$119K
|
+10,252
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95K
|
+$20.9K
|
+1,806
|
+30%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.5K
|
-$29.5K
|
-2,545
|
-37%
|
|
|
8
|
|
$31.4K
|
–
|
–
|
–
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$28.5K
|
+$27K
|
+2,329
|
New
|
|
|
10
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$21.2K
|
+$20.1K
|
+1,735
|
New
|
|
|
11
|
TFC Financial Management
Boston,
Massachusetts
|
$12.2K
|
–
|
–
|
–
|
|
|
12
|
Tacita Capital
Toronto,
Ontario, Canada
|
$12.2K
|
+$11.6K
|
+1,000
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.1K
|
+$5.17K
|
+447
|
+121%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.27K
|
+$12
|
+1
|
+0.2%
|
|
|
15
|
FSA Wealth Management
Needham,
Massachusetts
|
$6K
|
+$5.79K
|
+500
|
New
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$4.59K
|
–
|
–
|
–
|
|
|
17
|
Cutler Group
San Francisco,
California
|
$2K
|
-$11.6K
|
-999
|
-83%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$550
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$489
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$43.2K
|
-3,600
|
Closed
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$21.9K
|
-1,822
|
Closed
|
|
|
22
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$16.8K
|
-1,400
|
Closed
|
|
|
23
|
Baystate Wealth Management
Boston,
Massachusetts
|
–
|
-$12.6K
|
-1,048
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$11.7K
|
-971
|
Closed
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$900
|
-75
|
Closed
|
|
