|
1
|
|
$3.7M
|
+$3.35M
|
+352,183
|
New
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$904K
|
–
|
–
|
–
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$614K
|
+$557K
|
+58,518
|
New
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$328K
|
+$81.4K
|
+8,551
|
+38%
|
|
|
5
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$189K
|
+$171K
|
+17,998
|
New
|
|
|
7
|
IHT Wealth Management
Chicago,
Illinois
|
$184K
|
+$6.67K
|
+700
|
+4%
|
|
|
8
|
Financial Advocates Investment Management
Olympia,
Washington
|
$115K
|
-$486
|
-51
|
-0.5%
|
|
|
9
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$111K
|
-$19K
|
-2,000
|
-15%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$111K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$108K
|
+$1.63K
|
+171
|
+2%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$108K
|
-$4.67K
|
-490
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$73K
|
-$39K
|
-4,090
|
-37%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$58.6K
|
+$53.1K
|
+5,578
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
17
|
|
$10.5K
|
–
|
–
|
–
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.25K
|
–
|
–
|
–
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$3.25K
|
–
|
–
|
–
|
|
|
20
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3K
|
+$3.1K
|
+325
|
New
|
|
|
21
|
Grove Bank & Trust
Miami,
Florida
|
$2K
|
+$2.26K
|
+237
|
New
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$460
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$74
|
–
|
–
|
–
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$11
|
–
|
–
|
–
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$177K
|
-20,914
|
Closed
|
|
