|
1
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$106K
|
+3,569
|
+1%
|
|
|
2
|
|
$3.31M
|
+$104K
|
+3,505
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
-$30.9K
|
-1,044
|
-1%
|
|
|
4
|
|
$669K
|
+$49.5K
|
+1,674
|
+8%
|
|
|
5
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$643K
|
-$47.4K
|
-1,601
|
-7%
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$599K
|
–
|
–
|
–
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$580K
|
-$60.5K
|
-2,044
|
-10%
|
|
|
8
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$544K
|
-$5.33K
|
-180
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$534K
|
+$829
|
+28
|
+0.2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$372K
|
-$177K
|
-5,980
|
-33%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$365K
|
-$444
|
-15
|
-0.1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$215K
|
+$206K
|
+6,953
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$210K
|
–
|
–
|
–
|
|
|
14
|
|
$207K
|
-$142K
|
-4,785
|
-42%
|
|
|
15
|
Stelac Advisory Services
New York
|
$132K
|
-$44.7K
|
-1,512
|
-26%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$117K
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$23K
|
+$22K
|
+744
|
New
|
|
|
18
|
Duncker Streett & Co
St. Louis,
Missouri
|
$15.1K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$7.56K
|
+$7.25K
|
+245
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$4.32K
|
–
|
–
|
–
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$3.89K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$2.9K
|
-$35K
|
-1,184
|
-93%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$1.3M
|
-45,631
|
Closed
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$301K
|
-10,549
|
Closed
|
|
