|
1
|
|
$670K
|
-$120K
|
-6,314
|
-15%
|
|
|
2
|
|
$648K
|
-$2.15M
|
-112,553
|
-77%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$501K
|
-$23.3K
|
-1,220
|
-4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$428K
|
-$187K
|
-9,808
|
-31%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$361K
|
-$51.8K
|
-2,713
|
-13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$284K
|
-$20.4K
|
-1,071
|
-7%
|
|
|
7
|
NTV Asset Management
Charleston,
West Virginia
|
$274K
|
-$7.63K
|
-400
|
-3%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$229K
|
+$11.6K
|
+610
|
+5%
|
|
|
9
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$228K
|
-$5.93K
|
-311
|
-3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$215K
|
+$212K
|
+11,121
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$191K
|
-$30.5K
|
-1,599
|
-14%
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$149K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.3K
|
-$4.56K
|
-239
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$55.5K
|
-$11.1K
|
-580
|
-17%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$28.9K
|
-$1.93K
|
-101
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
-$66.8K
|
-3,502
|
-71%
|
|
|
17
|
Ridgewood Investments
Springfield,
New Jersey
|
$22.9K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$6.07K
|
+318
|
+41%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.1K
|
-$219K
|
-11,499
|
-94%
|
|
|
20
|
Sunbelt Securities
Houston,
Texas
|
$3.86K
|
–
|
–
|
–
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$964
|
–
|
–
|
–
|
|
|
22
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$155
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$246K
|
-12,792
|
Closed
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$229K
|
-11,908
|
Closed
|
|
|
25
|
|
–
|
-$221K
|
-11,523
|
Closed
|
|
