|
1
|
|
$2.81M
|
+$2.44M
|
+123,875
|
+556%
|
|
|
2
|
|
$788K
|
-$49.9K
|
-2,530
|
-6%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$614K
|
-$12.2K
|
-616
|
-2%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$522K
|
+$217
|
+11
|
+0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$411K
|
-$1.24M
|
-62,816
|
-75%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$334K
|
+$242K
|
+12,272
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$304K
|
-$1.31M
|
-66,553
|
-81%
|
|
|
8
|
NTV Asset Management
Charleston,
West Virginia
|
$280K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$246K
|
-$248K
|
-12,551
|
-50%
|
|
|
10
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$233K
|
-$157K
|
-7,969
|
-40%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$229K
|
-$20.3K
|
-1,031
|
-8%
|
|
|
12
|
|
$221K
|
-$50.5K
|
-2,560
|
-18%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$220K
|
-$52.6K
|
-2,669
|
-19%
|
|
|
14
|
Efficient Advisors
Mason,
Ohio
|
$217K
|
–
|
–
|
–
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$149K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95K
|
-$335
|
-17
|
-0.3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.4K
|
-$5.78K
|
-293
|
-6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$66.4K
|
-$69K
|
-3,499
|
-50%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$30.7K
|
–
|
–
|
–
|
|
|
20
|
Ridgewood Investments
Springfield,
New Jersey
|
$22.8K
|
+$23.4K
|
+1,185
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
+$15.2K
|
+769
|
New
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$3.77K
|
+$3.94K
|
+200
|
New
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$960
|
–
|
–
|
–
|
|
|
24
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$154
|
–
|
–
|
–
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$1.13M
|
-59,565
|
Closed
|
|
