|
1
|
|
$1.29M
|
+$1.29M
|
+52,114
|
New
|
|
|
2
|
|
$1.12M
|
+$185K
|
+7,450
|
+20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.07M
|
+$188K
|
+7,594
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$636K
|
+$455K
|
+18,320
|
+246%
|
|
|
5
|
SG Americas Securities
New York
|
$508K
|
+$511K
|
+20,590
|
New
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$479K
|
+$481K
|
+19,400
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$385K
|
+$16.3K
|
+657
|
+4%
|
|
|
8
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$308K
|
+$309K
|
+12,473
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$232K
|
-$1.55M
|
-62,629
|
-87%
|
|
|
10
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$128K
|
+$114K
|
+4,600
|
+767%
|
|
|
11
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$128K
|
+$114K
|
+4,600
|
+767%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74K
|
+$9.4K
|
+379
|
+14%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$74K
|
+$9.48K
|
+382
|
+15%
|
|
|
14
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$57K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$30K
|
+$12.4K
|
+500
|
+71%
|
|
|
16
|
Endurance Wealth Management
Providence,
Rhode Island
|
$24K
|
+$24.8K
|
+1,000
|
New
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.2K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9K
|
+$7.44K
|
+300
|
+400%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
+$2.48K
|
+100
|
+50%
|
|
|
20
|
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Simplex Trading
Chicago,
Illinois
|
$4K
|
-$36.9K
|
-1,486
|
-88%
|
|
|
23
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
