|
1
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.41M
|
+$1.39M
|
+146,311
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$380K
|
–
|
–
|
–
|
|
|
3
|
IHT Wealth Management
Chicago,
Illinois
|
$297K
|
+$292K
|
+30,735
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$288K
|
-$27.1K
|
-2,843
|
-9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$268K
|
-$4.22K
|
-443
|
-2%
|
|
|
6
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
7
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$147K
|
-$20K
|
-2,100
|
-12%
|
|
|
8
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$145K
|
+$143K
|
+15,000
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
+$27.9K
|
+2,930
|
+25%
|
|
|
10
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$111K
|
+$8.24K
|
+866
|
+8%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
12
|
Visionary Horizons
Knoxville,
Tennessee
|
$106K
|
–
|
–
|
–
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$104K
|
–
|
–
|
–
|
|
|
14
|
City Holding Co
Charleston,
West Virginia
|
$24.2K
|
+$23.8K
|
+2,500
|
New
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.41K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.84K
|
–
|
–
|
–
|
|
|
17
|
Grove Bank & Trust
Miami,
Florida
|
$2.29K
|
–
|
–
|
–
|
|
|
18
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.15K
|
–
|
–
|
–
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$10
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$3.79M
|
-428,667
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.14M
|
-124,500
|
Closed
|
|
|
22
|
|
–
|
-$387K
|
-43,793
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$127K
|
-14,414
|
Closed
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
–
|
-$93.8K
|
-10,608
|
Closed
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$91.4K
|
-10,336
|
Closed
|
|
