|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
+$1.21M
|
+51,075
|
+53%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$911K
|
+$592K
|
+24,951
|
+186%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$836K
|
-$1.14M
|
-48,086
|
-58%
|
|
|
4
|
Platform Technology Partners
New York
|
$612K
|
-$63.3K
|
-2,669
|
-9%
|
|
|
5
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$499K
|
-$242K
|
-10,193
|
-33%
|
|
|
6
|
Mattern Capital Management
Lakewood,
Colorado
|
$466K
|
+$465K
|
+19,625
|
New
|
|
|
7
|
Atria Wealth Solutions
New York
|
$368K
|
-$4.74K
|
-200
|
-1%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$256K
|
+$2.02K
|
+85
|
+0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$225K
|
-$11.7K
|
-493
|
-5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$80.1K
|
+$55.8K
|
+2,353
|
+232%
|
|
|
11
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$54.2K
|
+$54.2K
|
+2,284
|
New
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$23.2K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$22K
|
-$22.7K
|
-957
|
-51%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.8K
|
–
|
–
|
–
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.5K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$15
|
-$24
|
-1
|
Closed
|
|
|
17
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
–
|
-$3.66M
|
-155,157
|
Closed
|
|
|
18
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
–
|
-$360K
|
-15,255
|
Closed
|
|
|
19
|
|
–
|
-$340K
|
-14,409
|
Closed
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$200K
|
-8,509
|
Closed
|
|
