|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.28M
|
–
|
–
|
–
|
|
|
2
|
|
$4.03M
|
-$16.6M
|
-585,000
|
-80%
|
|
|
3
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.62M
|
+$1.72M
|
+60,391
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$1.21M
|
+42,640
|
New
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.08M
|
+$1.14M
|
+40,250
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$359K
|
–
|
–
|
–
|
|
|
7
|
Archer Investment Corporation
Carmel,
Indiana
|
$242K
|
+$256K
|
+9,000
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$27K
|
+$28.4K
|
+1,000
|
New
|
|
|
9
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$23K
|
+$24.7K
|
+870
|
New
|
|
|
10
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.37K
|
+$5.68K
|
+200
|
New
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1K
|
+$28
|
+1
|
+3%
|
|
|
12
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1K
|
+$1.14K
|
+40
|
New
|
|
|
13
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$12K
|
-407
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-300
|
Closed
|
|
