|
1
|
Bard Associates
Chicago,
Illinois
|
$1.42M
|
-$24.8K
|
-2,118
|
-2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$1.21M
|
+102,837
|
New
|
|
|
3
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.04M
|
-$141K
|
-12,015
|
-12%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.03M
|
-$2.17M
|
-184,925
|
-68%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$733K
|
+$48.4K
|
+4,126
|
+7%
|
|
|
6
|
|
$514K
|
+$326K
|
+27,782
|
+173%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$389K
|
-$157K
|
-13,415
|
-29%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$336K
|
-$48.2K
|
-4,116
|
-13%
|
|
|
9
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$253K
|
-$7.09K
|
-605
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$238K
|
-$743K
|
-63,361
|
-76%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$201K
|
-$13.4K
|
-1,140
|
-6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$143K
|
+$143K
|
+12,173
|
New
|
|
|
13
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$91K
|
+$91.3K
|
+7,792
|
New
|
|
|
14
|
Lindbrook Capital
Calabasas,
California
|
$75K
|
+$9.61K
|
+820
|
+15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$57K
|
+$57K
|
+4,860
|
+486,000%
|
|
|
16
|
Disciplined Investments
Tulsa,
Oklahoma
|
$7K
|
+$6.76K
|
+577
|
New
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$1.78M
|
-152,076
|
-100%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8K
|
-676
|
Closed
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
–
|
-$2K
|
-147
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$12
|
+1
|
New
|
|
