|
1
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.3M
|
-$992
|
-106
|
-0.1%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$1.26M
|
+$1.34M
|
+143,682
|
New
|
|
|
3
|
IHT Wealth Management
Chicago,
Illinois
|
$398K
|
+$155K
|
+16,600
|
+58%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$329K
|
-$814
|
-87
|
-0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$264K
|
-$47.1K
|
-5,038
|
-14%
|
|
|
6
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$264K
|
+$37.4K
|
+4,000
|
+15%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$256K
|
-$870
|
-93
|
-0.3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
-$12.7K
|
-1,353
|
-7%
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$132K
|
+$32.3K
|
+3,454
|
+30%
|
|
|
10
|
Sprott Inc
Toronto,
Ontario, Canada
|
$119K
|
+$126K
|
+13,500
|
New
|
|
|
11
|
Visionary Horizons
Knoxville,
Tennessee
|
$96.7K
|
–
|
–
|
–
|
|
|
12
|
PFG Advisors
Phoenix,
Arizona
|
$94.2K
|
–
|
–
|
–
|
|
|
13
|
City Holding Co
Charleston,
West Virginia
|
$70.3K
|
–
|
–
|
–
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$8.55K
|
–
|
–
|
–
|
|
|
15
|
|
$5.27K
|
+$5.61K
|
+600
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$4.59K
|
+$4.68K
|
+500
|
New
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.4K
|
–
|
–
|
–
|
|
|
18
|
Grove Bank & Trust
Miami,
Florida
|
$2.08K
|
–
|
–
|
–
|
|
|
19
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.05K
|
–
|
–
|
–
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$9
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$765K
|
-80,472
|
Closed
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$124K
|
-13,049
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$111K
|
-11,659
|
Closed
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$40K
|
-4,205
|
Closed
|
|
