|
1
|
L.J. Altfest & Co
New York
|
$30M
|
+$166K
|
+6,394
|
+0.6%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$3.93M
|
-$2.17M
|
-83,386
|
-36%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$3.45M
|
-$477K
|
-18,346
|
-13%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.37M
|
+$1.32M
|
+50,736
|
New
|
|
|
5
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.25M
|
+$36.3K
|
+1,397
|
+3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.01M
|
+$5.25K
|
+202
|
+0.5%
|
|
|
7
|
|
$655K
|
-$901K
|
-34,634
|
-59%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$551K
|
+$151K
|
+5,816
|
+40%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$444K
|
-$39K
|
-1,500
|
-8%
|
|
|
10
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$375K
|
+$31.1K
|
+1,197
|
+9%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$254K
|
+$286
|
+11
|
+0.1%
|
|
|
12
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$32.8K
|
–
|
–
|
–
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$15.3K
|
+$11.6K
|
+445
|
+362%
|
|
|
15
|
|
$33
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$767K
|
-30,271
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.86K
|
-153
|
Closed
|
|
