|
1
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
+$163K
|
+6,186
|
+17%
|
|
|
2
|
SignalPoint Asset Management
Springfield,
Missouri
|
$999K
|
-$78.9K
|
-2,993
|
-7%
|
|
|
3
|
|
$732K
|
+$359K
|
+13,596
|
+92%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$558K
|
-$100K
|
-3,807
|
-15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$418K
|
-$54.4K
|
-2,064
|
-11%
|
|
|
6
|
|
$386K
|
+$10K
|
+381
|
+3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$348K
|
+$355K
|
+13,463
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$268K
|
+$153K
|
+5,785
|
+126%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$220K
|
-$32.8K
|
-1,244
|
-13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$200K
|
+$46.6K
|
+1,766
|
+30%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$49K
|
–
|
–
|
–
|
|
|
12
|
|
$21K
|
-$28.2K
|
-1,070
|
-57%
|
|
|
13
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$18.7K
|
+$158
|
+6
|
+0.8%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$205K
|
-7,867
|
Closed
|
|
|
21
|
Kore Private Wealth
New York
|
–
|
-$164K
|
-6,326
|
Closed
|
|
|
22
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
–
|
-$4K
|
-157
|
Closed
|
|
|
23
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$3K
|
-125
|
Closed
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1K
|
-31
|
Closed
|
|
