|
26
|
Wells Fargo
San Francisco,
California
|
$326K
|
-$93.9K
|
-5,487
|
-23%
|
|
|
27
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$321K
|
+$308K
|
+17,998
|
New
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$293K
|
+$1.22K
|
+71
|
+0.4%
|
|
|
29
|
AE Wealth Management
Topeka,
Kansas
|
$265K
|
-$25.8K
|
-1,508
|
-9%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$196K
|
-$8.06K
|
-471
|
-4%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$186K
|
+$179K
|
+10,478
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
+$37.8K
|
+2,208
|
+34%
|
|
|
33
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$147K
|
+$97.6K
|
+5,704
|
+293%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$140K
|
–
|
–
|
–
|
|
|
35
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$140K
|
+$3.78K
|
+221
|
+3%
|
|
|
36
|
Belpointe Asset Management
Reno,
Nevada
|
$129K
|
-$11.5K
|
-671
|
-8%
|
|
|
37
|
AllSquare Wealth Management
Albany,
New York
|
$109K
|
–
|
–
|
–
|
|
|
38
|
|
$91K
|
-$47.5K
|
-2,775
|
-35%
|
|
|
39
|
Creative Financial Designs
Kokomo,
Indiana
|
$71K
|
+$42.8K
|
+2,500
|
+167%
|
|
|
40
|
Mondrian Investment Partners
London,
United Kingdom
|
$49K
|
–
|
–
|
–
|
|
|
41
|
Central Trust Company
Jefferson City,
Missouri
|
$34K
|
+$32.5K
|
+1,900
|
New
|
|
|
42
|
Eudaimonia Partners
Winchester,
Tennessee
|
$21K
|
+$20.5K
|
+1,200
|
New
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$16K
|
-$22.6K
|
-1,323
|
-60%
|
|
|
44
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$16K
|
-$9.48K
|
-554
|
-38%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
46
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
+$4.57K
|
+267
|
+89%
|
|
|
47
|
Panagora Asset Management
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
48
|
Simplex Trading
Chicago,
Illinois
|
$6K
|
-$97.1K
|
-5,674
|
-94%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$1.78K
|
–
|
–
|
–
|
|
|
50
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$183K
|
-12,430
|
Closed
|
|
