|
1
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$2.08M
|
+$1.85M
|
+32,532
|
New
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$326K
|
+$114K
|
+2,000
|
+50%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$260K
|
+$272K
|
+4,782
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$177K
|
+$11.4K
|
+200
|
+7%
|
|
|
5
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$138K
|
+$145K
|
+2,554
|
New
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$136K
|
-$10.3K
|
-180
|
-7%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$110K
|
–
|
–
|
–
|
|
|
8
|
SignatureFD
Atlanta,
Georgia
|
$54.4K
|
–
|
–
|
–
|
|
|
9
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$15K
|
–
|
–
|
–
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.5K
|
+$13.1K
|
+230
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$150K
|
-2,625
|
-93%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9K
|
+$9.74K
|
+171
|
New
|
|
|
13
|
|
$4.18K
|
–
|
–
|
–
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$1.31K
|
–
|
–
|
–
|
|
|
15
|
WR Wealth Planners
Columbia,
Missouri
|
$1.09K
|
–
|
–
|
–
|
|
|
16
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.09K
|
+$570
|
+10
|
+100%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$490
|
–
|
–
|
–
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$174
|
+$171
|
+3
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$22
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.07M
|
-19,169
|
Closed
|
|
|
21
|
|
–
|
-$831K
|
-14,896
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$36K
|
-653
|
Closed
|
|
