|
1
|
|
$7.69M
|
+$15.5K
|
+471
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.06M
|
+$1.19M
|
+36,202
|
+42%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.43M
|
-$116K
|
-3,512
|
-5%
|
|
|
4
|
Denver PWM
Denver,
Colorado
|
$1.89M
|
+$2.02M
|
+61,432
|
New
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.54M
|
-$302K
|
-9,168
|
-16%
|
|
|
6
|
Boston Family Office
Boston,
Massachusetts
|
$1.35M
|
+$204K
|
+6,190
|
+18%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.27M
|
+$550K
|
+16,709
|
+77%
|
|
|
8
|
|
$714K
|
-$2.31M
|
-70,086
|
-76%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$446K
|
-$591K
|
-17,955
|
-57%
|
|
|
10
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$329K
|
-$965K
|
-29,298
|
-75%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$256K
|
-$7.71K
|
-234
|
-3%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$251K
|
+$1.32K
|
+40
|
+0.5%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$228K
|
+$227K
|
+6,898
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$222K
|
+$222K
|
+6,738
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$219K
|
-$64.3K
|
-1,951
|
-23%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$161K
|
-$142K
|
-4,314
|
-47%
|
|
|
18
|
|
$103K
|
+$16.5K
|
+500
|
+19%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22K
|
+$22.4K
|
+680
|
New
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.9K
|
+$5.01K
|
+152
|
+51%
|
|
|
22
|
Allianz Life Insurance of North America
Minneapolis,
Minnesota
|
–
|
-$463K
|
-14,200
|
Closed
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$365K
|
-11,207
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$56K
|
-1,711
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$8K
|
-250
|
Closed
|
|
