|
1
|
|
$5.44M
|
-$53.9K
|
-745
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.17M
|
+$574K
|
+7,937
|
+16%
|
|
|
3
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.32M
|
+$87.6K
|
+1,212
|
+4%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.04M
|
+$1.04M
|
+14,424
|
New
|
|
|
5
|
Triumph Capital Management
Denver,
Colorado
|
$1.04M
|
+$77.9K
|
+1,078
|
+8%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$949K
|
-$3.04K
|
-42
|
-0.3%
|
|
|
7
|
|
$888K
|
+$888K
|
+12,281
|
New
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$683K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$493K
|
-$72
|
-1
|
-0%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$389K
|
+$23K
|
+318
|
+6%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$382K
|
+5,285
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$263K
|
+$40K
|
+554
|
+18%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$211K
|
+$210K
|
+2,912
|
New
|
|
|
14
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$115K
|
+$26.1K
|
+361
|
+50%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$103K
|
+$74.2K
|
+1,027
|
+260%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
-$14.5K
|
-200
|
-18%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$23.5K
|
-$14.5K
|
-200
|
-38%
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$17.7K
|
–
|
–
|
–
|
|
|
19
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$14.6K
|
–
|
–
|
–
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.7K
|
–
|
–
|
–
|
|
|
21
|
Breakwater Investment Management
Seattle,
Washington
|
$10.6K
|
–
|
–
|
–
|
|
|
22
|
NorthRock Partners
Minneapolis,
Minnesota
|
$10.3K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81K
|
-$53.6K
|
-741
|
-97%
|
|
|
24
|
Richard W. Paul & Associates
Novi,
Michigan
|
$434
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.13M
|
-15,074
|
Closed
|
|
