|
1
|
|
$6.6M
|
+$6.45M
|
+211,552
|
+977%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.67M
|
+$206K
|
+6,760
|
+5%
|
|
|
3
|
Denver PWM
Denver,
Colorado
|
$1.94M
|
+$64K
|
+2,097
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
+$1.28M
|
+42,021
|
+311%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
+$137K
|
+4,498
|
+10%
|
|
|
6
|
Boston Family Office
Boston,
Massachusetts
|
$1.06M
|
-$112K
|
-3,655
|
-9%
|
|
|
7
|
|
$901K
|
-$6.14M
|
-201,274
|
-86%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$682K
|
-$436K
|
-14,278
|
-37%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$432K
|
-$1.78M
|
-58,365
|
-79%
|
|
|
10
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$376K
|
+$405K
|
+13,281
|
New
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$296K
|
+$108K
|
+3,537
|
+51%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$238K
|
+$256K
|
+8,397
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$233K
|
+$18.7K
|
+612
|
+8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$214K
|
+$25.4K
|
+833
|
+12%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$90K
|
-$52.6K
|
-1,723
|
-35%
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$59K
|
+$63.7K
|
+2,087
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$23K
|
+$25K
|
+821
|
New
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$20K
|
+$21.5K
|
+705
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
+$12.2K
|
+400
|
New
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.5K
|
-$4.64K
|
-152
|
-34%
|
|
|
21
|
AllSquare Wealth Management
Albany,
New York
|
$7K
|
+$7.17K
|
+235
|
New
|
|
|
22
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$329K
|
-9,978
|
Closed
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$319K
|
-9,659
|
Closed
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$256K
|
-7,774
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$219K
|
-6,652
|
Closed
|
|
