|
1
|
|
$729K
|
+$810K
|
+13,319
|
New
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$328K
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$213K
|
+$38.7K
|
+636
|
+19%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$122K
|
-$16.7K
|
-274
|
-11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116K
|
+$116K
|
+1,900
|
+905%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$110K
|
–
|
–
|
–
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$54.7K
|
–
|
–
|
–
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$54.7K
|
+$60.8K
|
+1,000
|
New
|
|
|
9
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$15K
|
–
|
–
|
–
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.6K
|
–
|
–
|
–
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9.35K
|
–
|
–
|
–
|
|
|
12
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.56K
|
+$7.3K
|
+120
|
New
|
|
|
13
|
|
$4.2K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$492
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$22
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$260K
|
-4,782
|
Closed
|
|
|
17
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
–
|
-$138K
|
-2,554
|
Closed
|
|
|
18
|
Allworth Financial
Folsom,
California
|
–
|
-$1.31K
|
-24
|
Closed
|
|
|
19
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$1.09K
|
-20
|
Closed
|
|
|
20
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$1.09K
|
-20
|
Closed
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$174
|
-3
|
Closed
|
|
