|
1
|
|
$21.6M
|
–
|
–
|
–
|
|
|
2
|
|
$3.69M
|
+$1.24M
|
+14,189
|
+50%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.83M
|
+$2.85M
|
+32,743
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
-$2.25M
|
-25,866
|
-45%
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$2.33M
|
-$40.4K
|
-464
|
-2%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.22M
|
+$2.24M
|
+25,698
|
New
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.98M
|
-$1.5M
|
-17,248
|
-43%
|
|
|
8
|
|
$1.56M
|
-$211K
|
-2,420
|
-12%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$695K
|
+$46.2K
|
+530
|
+7%
|
|
|
10
|
|
$498K
|
-$261
|
-3
|
-0.1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$334K
|
+$337K
|
+3,863
|
New
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$297K
|
-$31.7K
|
-364
|
-10%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$85K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.84K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.53M
|
-17,524
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.13K
|
-13
|
Closed
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$697
|
-8
|
Closed
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$348
|
-4
|
Closed
|
|
