|
1
|
|
$1.92M
|
+$1.62M
|
+67,512
|
+517%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$274K
|
+11,463
|
+30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$857K
|
-$115K
|
-4,795
|
-12%
|
|
|
4
|
Fermata Advisors
Sonoma,
California
|
$781K
|
-$1.9M
|
-79,507
|
-71%
|
|
|
5
|
Mattern Capital Management
Lakewood,
Colorado
|
$542K
|
+$7.66K
|
+320
|
+1%
|
|
|
6
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$382K
|
-$121K
|
-5,059
|
-24%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$316K
|
-$76.3K
|
-3,189
|
-19%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$266K
|
+$265K
|
+11,062
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$263K
|
-$215K
|
-8,987
|
-45%
|
|
|
10
|
Hartford Financial Management
Hartford,
Connecticut
|
$66.4K
|
–
|
–
|
–
|
|
|
11
|
Private Trust Company
Cleveland,
Ohio
|
$23.3K
|
–
|
–
|
–
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.4K
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.56K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$5.54K
|
+$5.55K
|
+232
|
New
|
|
|
15
|
|
$43
|
+$24
|
+1
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$34
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.82M
|
-76,179
|
Closed
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$266K
|
-11,105
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13.5K
|
-562
|
Closed
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$8.79K
|
-367
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1.34K
|
-56
|
Closed
|
|
