|
1
|
Fermata Advisors
Sonoma,
California
|
$2.69M
|
+$745K
|
+31,447
|
+39%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.82M
|
-$932K
|
-39,355
|
-34%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$973K
|
+$228K
|
+9,632
|
+31%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$906K
|
+$690K
|
+29,139
|
+334%
|
|
|
5
|
Mattern Capital Management
Lakewood,
Colorado
|
$536K
|
+$61.1K
|
+2,579
|
+13%
|
|
|
6
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$503K
|
–
|
–
|
–
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$479K
|
-$184K
|
-7,764
|
-28%
|
|
|
8
|
Platform Technology Partners
New York
|
$436K
|
–
|
–
|
–
|
|
|
9
|
Atria Wealth Solutions
New York
|
$393K
|
–
|
–
|
–
|
|
|
10
|
|
$313K
|
-$1.9M
|
-80,181
|
-86%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$266K
|
+$3.06K
|
+129
|
+1%
|
|
|
12
|
Hartford Financial Management
Hartford,
Connecticut
|
$66.6K
|
+$65.9K
|
+2,781
|
New
|
|
|
13
|
Private Trust Company
Cleveland,
Ohio
|
$23.3K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$13.5K
|
+$4.4K
|
+186
|
+49%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.4K
|
-$7.46K
|
-315
|
-42%
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.58K
|
–
|
–
|
–
|
|
|
17
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$8.79K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34K
|
-$21.1K
|
-892
|
-94%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$23
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$536K
|
-22,712
|
Closed
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$214K
|
-9,118
|
Closed
|
|
