|
1
|
Geode Capital Management
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$31.2K
|
+$19.1K
|
+2,175
|
+145%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4K
|
+$3.94K
|
+449
|
+22%
|
|
|
4
|
BOK Financial
Tulsa,
Oklahoma
|
$4.71K
|
-$61
|
-7
|
-1%
|
|
|
5
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.82K
|
–
|
–
|
–
|
|
|
6
|
Sunbelt Securities
Houston,
Texas
|
$2.08K
|
–
|
–
|
–
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.26K
|
+144
|
+327%
|
|
|
8
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.9K
|
–
|
–
|
–
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$1.64K
|
–
|
–
|
–
|
|
|
10
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.11K
|
+$1.15K
|
+131
|
New
|
|
|
11
|
American Capital Advisory
Ketchum,
Idaho
|
$1.06K
|
–
|
–
|
–
|
|
|
12
|
|
$985
|
+$1.02K
|
+116
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$721
|
+$272
|
+31
|
+57%
|
|
|
14
|
Blue Trust Inc
Alpharetta,
Georgia
|
$688
|
–
|
–
|
–
|
|
|
15
|
|
$560
|
-$8.92K
|
-1,017
|
-94%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$251
|
–
|
–
|
–
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
$111
|
–
|
–
|
–
|
|
|
18
|
|
$25
|
–
|
–
|
–
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
–
|
-$3.96K
|
-429
|
Closed
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$878
|
-95
|
Closed
|
|
|
21
|
NCP Inc
La Quinta,
California
|
–
|
-$434
|
-47
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$231
|
-25
|
Closed
|
|
