|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$191K
|
+$77.1K
|
+7,023
|
+69%
|
|
|
2
|
|
$116K
|
+$115K
|
+10,444
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$116K
|
-$1.82M
|
-165,736
|
-94%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
-$44
|
-4
|
-0.1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.2K
|
-$4.34K
|
-395
|
-9%
|
|
|
6
|
|
$28.5K
|
+$88
|
+8
|
+0.3%
|
|
|
7
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$15.6K
|
+$15.4K
|
+1,407
|
New
|
|
|
8
|
TFC Financial Management
Boston,
Massachusetts
|
$11.1K
|
–
|
–
|
–
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.68K
|
+$11
|
+1
|
+0.2%
|
|
|
10
|
FSA Wealth Management
Needham,
Massachusetts
|
$5.54K
|
–
|
–
|
–
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.1K
|
-$4.91K
|
-447
|
-55%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$697
|
+$692
|
+63
|
New
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$443
|
–
|
–
|
–
|
|
|
14
|
|
–
|
-$3.06M
|
-250,000
|
Closed
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-93,547
|
Closed
|
|
|
16
|
|
–
|
-$915K
|
-74,786
|
Closed
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$28.5K
|
-2,329
|
Closed
|
|
|
18
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
–
|
-$21.2K
|
-1,735
|
Closed
|
|
|
19
|
Tacita Capital
Toronto,
Ontario, Canada
|
–
|
-$12.2K
|
-1,000
|
Closed
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$4.59K
|
-375
|
Closed
|
|
|
21
|
Cutler Group
San Francisco,
California
|
–
|
-$2K
|
-201
|
Closed
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$550
|
-45
|
Closed
|
|
|
23
|
Simplex Trading
Chicago,
Illinois
|
–
|
+$187
|
+17
|
New
|
|
