|
1
|
Bard Financial Services
Branford,
Connecticut
|
$1.92M
|
+$1.81M
|
+57,150
|
New
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.39M
|
+$54.9K
|
+1,730
|
+4%
|
|
|
3
|
|
$1.22M
|
+$930K
|
+29,295
|
+416%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$28.1K
|
-886
|
-2%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$1.22M
|
+$1.15M
|
+36,177
|
New
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.11M
|
+$1.05M
|
+32,999
|
New
|
|
|
7
|
|
$1.04M
|
+$83.7K
|
+2,636
|
+9%
|
|
|
8
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$851K
|
+$26.1K
|
+821
|
+3%
|
|
|
9
|
Boston Family Office
Boston,
Massachusetts
|
$826K
|
-$35.6K
|
-1,120
|
-4%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$738K
|
+$49.7K
|
+1,565
|
+8%
|
|
|
11
|
Oppenheimer & Co
New York
|
$404K
|
-$36.5K
|
-1,150
|
-9%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$328K
|
–
|
–
|
–
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$321K
|
+$1.3K
|
+41
|
+0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$306K
|
-$318
|
-10
|
-0.1%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$190K
|
-$31.6K
|
-994
|
-15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$182K
|
-$424K
|
-13,356
|
-71%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$122K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$80K
|
-$15.7K
|
-495
|
-17%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$49.8K
|
–
|
–
|
–
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$30K
|
-$18.1K
|
-569
|
-39%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.1K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2M
|
-68,249
|
Closed
|
|
