|
1
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$524K
|
+$847K
|
+201,350
|
New
|
|
|
2
|
Millennium Management
New York
|
$295K
|
+$478K
|
+113,553
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$106K
|
-$16.2K
|
-3,846
|
-9%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$40K
|
+$11.1K
|
+2,649
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.3K
|
+$2.1K
|
+500
|
+10%
|
|
|
6
|
|
$12.8K
|
+$20.8K
|
+4,940
|
New
|
|
|
7
|
|
$7.51K
|
-$7.58K
|
-1,802
|
-38%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.85K
|
+$9.18K
|
+2,182
|
+3,209%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.95K
|
+$5.97K
|
+1,418
|
+1,418%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.63K
|
–
|
–
|
–
|
|
|
12
|
Sunbelt Securities
Houston,
Texas
|
$3.63K
|
+$5.88K
|
+1,396
|
New
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
14
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.82K
|
-$278
|
-66
|
-9%
|
|
|
15
|
MCF Advisors
Covington,
Kentucky
|
$1.7K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$1.3K
|
+$2.1K
|
+500
|
New
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$692
|
+$1.12K
|
+266
|
New
|
|
|
18
|
TD Private Client Wealth
New York
|
–
|
-$14K
|
-3,508
|
Closed
|
|
