|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$3.69M
|
–
|
–
|
–
|
|
|
2
|
Lifetime Wealth Management
Rockwall,
Texas
|
$3.59M
|
+$2.48K
|
+100
|
+0.1%
|
|
|
3
|
Warberg Asset Management
Winnetka,
Illinois
|
$913K
|
+$741K
|
+29,855
|
New
|
|
|
4
|
|
$502K
|
-$11.5K
|
-462
|
-3%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$119K
|
+$96.6K
|
+3,893
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$45.8K
|
+$5.96K
|
+240
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.99K
|
+$2.23K
|
+90
|
+44%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.4K
|
+$99
|
+4
|
+1%
|
|
|
9
|
|
$8.04K
|
-$1.71K
|
-69
|
-21%
|
|
|
10
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.61K
|
–
|
–
|
–
|
|
|
11
|
Strategic Advocates
Logan,
Utah
|
$4.28K
|
–
|
–
|
–
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$4.17K
|
–
|
–
|
–
|
|
|
13
|
Brown Brothers Harriman & Co
New York
|
$2.35K
|
–
|
–
|
–
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$1.86K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.53K
|
–
|
–
|
–
|
|
|
16
|
Gunpowder Capital Management
Towson,
Maryland
|
$1.44K
|
–
|
–
|
–
|
|
|
17
|
First Horizon Corporation
Memphis,
Tennessee
|
$703
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$367
|
+$298
|
+12
|
New
|
|
|
19
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$179K
|
-9,343
|
Closed
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$3.9K
|
-223
|
Closed
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$165
|
-9
|
Closed
|
|
