|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$144K
|
–
|
–
|
–
|
|
|
2
|
Symphony Financial
Houston,
Texas
|
$142K
|
-$39K
|
-13,242
|
-18%
|
|
|
3
|
Arrowstreet Capital
Boston,
Massachusetts
|
$107K
|
-$56.5K
|
-19,196
|
-29%
|
|
|
4
|
California Public Employees Retirement System
Sacramento,
California
|
$105K
|
–
|
–
|
–
|
|
|
5
|
VisionPoint Advisory Group
Dallas,
Texas
|
$48K
|
–
|
–
|
–
|
|
|
6
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$46K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$18K
|
+6,104
|
+284%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
9
|
SouthState Corp
Winter Haven,
Florida
|
$9K
|
+$11.8K
|
+4,000
|
New
|
|
|
10
|
|
$6K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
12
|
|
$4K
|
–
|
–
|
–
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4K
|
+$4.56K
|
+1,548
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$4.37K
|
+1,485
|
New
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$3
|
+1
|
+0.1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$7.36K
|
-2,500
|
-79%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Group One Trading
Chicago,
Illinois
|
–
|
-$1.43K
|
-487
|
Closed
|
|
|
21
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$2K
|
-433
|
Closed
|
|
