|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.35M
|
-$2.39M
|
-95,933
|
-35%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
+$82.8K
|
+3,320
|
+2%
|
|
|
3
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.4M
|
-$282K
|
-11,329
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3M
|
+$1.4M
|
+56,084
|
+87%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.29M
|
-$751K
|
-30,129
|
-25%
|
|
|
6
|
|
$2.07M
|
+$509K
|
+20,413
|
+33%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.29M
|
+$559K
|
+22,411
|
+76%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.23M
|
-$42.2K
|
-1,692
|
-3%
|
|
|
9
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.1M
|
+$58.2K
|
+2,334
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$604K
|
+$131K
|
+5,263
|
+28%
|
|
|
11
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$428K
|
+$17.2K
|
+689
|
+4%
|
|
|
12
|
WealthBridge Capital Management
Westerville,
Ohio
|
$376K
|
+$134K
|
+5,370
|
+55%
|
|
|
13
|
|
$240K
|
-$1.25M
|
-50,267
|
-84%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
-$62.3K
|
-2,500
|
-29%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$37.5K
|
+$25.5K
|
+1,024
|
+213%
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$20K
|
+$19.9K
|
+800
|
New
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$19.2K
|
-$60.5K
|
-2,429
|
-76%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
-$18.3K
|
-734
|
-56%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3.74K
|
–
|
–
|
–
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$849K
|
-34,085
|
Closed
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$839K
|
-33,712
|
Closed
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
–
|
-$246K
|
-9,890
|
Closed
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$6K
|
-221
|
Closed
|
|
|
24
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$5.5K
|
-221
|
Closed
|
|
