|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.25M
|
+$195K
|
+6,343
|
+5%
|
|
|
2
|
Denver PWM
Denver,
Colorado
|
$2.07M
|
+$33.7K
|
+1,096
|
+2%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$213K
|
+6,925
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
-$31.7K
|
-1,031
|
-2%
|
|
|
5
|
Boston Family Office
Boston,
Massachusetts
|
$1.4M
|
+$225K
|
+7,315
|
+20%
|
|
|
6
|
|
$1.17M
|
+$177K
|
+5,776
|
+18%
|
|
|
7
|
Oppenheimer & Co
New York
|
$782K
|
+$770K
|
+25,043
|
New
|
|
|
8
|
|
$691K
|
-$6.49M
|
-211,069
|
-91%
|
|
|
9
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$435K
|
+$19.8K
|
+644
|
+5%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$335K
|
+$331K
|
+10,762
|
New
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$310K
|
-$15.4K
|
-500
|
-5%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$171K
|
-$84.6K
|
-2,754
|
-34%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$99K
|
–
|
–
|
–
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$60K
|
-$4.61K
|
-150
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
-$201K
|
-6,557
|
-78%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$51K
|
+$50.5K
|
+1,643
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31K
|
+$18.4K
|
+600
|
+150%
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19K
|
+$18.4K
|
+600
|
New
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.37K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$682K
|
-24,081
|
Closed
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$432K
|
-15,262
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$214K
|
-7,571
|
Closed
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$23K
|
-821
|
Closed
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
–
|
-$7K
|
-235
|
Closed
|
|
