|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.72M
|
-$509K
|
-21,606
|
-16%
|
|
|
2
|
|
$2.19M
|
+$16.5K
|
+699
|
+0.8%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$1.9M
|
+$1.9M
|
+80,752
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$729K
|
+$441K
|
+18,705
|
+152%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$653K
|
+$654K
|
+27,755
|
New
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$536K
|
+$535K
|
+22,712
|
New
|
|
|
7
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$494K
|
–
|
–
|
–
|
|
|
8
|
Mattern Capital Management
Lakewood,
Colorado
|
$466K
|
+$3.68K
|
+156
|
+0.8%
|
|
|
9
|
Platform Technology Partners
New York
|
$428K
|
-$30.1K
|
-1,275
|
-7%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$386K
|
+$21.9K
|
+927
|
+6%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$258K
|
+$2.62K
|
+111
|
+1%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$214K
|
+$215K
|
+9,118
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
-$29.1K
|
-1,234
|
-12%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$22.9K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.3K
|
-$132K
|
-5,605
|
-86%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.6K
|
–
|
–
|
–
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.4K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.84K
|
+$8.86K
|
+376
|
New
|
|
|
19
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$8.63K
|
-$1.3K
|
-55
|
-13%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.13M
|
-48,130
|
Closed
|
|
