|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.4M
|
-$254K
|
-6,827
|
-7%
|
|
|
2
|
|
$2.27M
|
+$2.19M
|
+58,954
|
+271%
|
|
|
3
|
IHT Wealth Management
Chicago,
Illinois
|
$1.14M
|
-$32.7K
|
-881
|
-2%
|
|
|
4
|
|
$1M
|
+$26.2K
|
+705
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$836K
|
+$899K
|
+24,204
|
+436%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$471K
|
+$5.16K
|
+139
|
+0.8%
|
|
|
7
|
Bridge Advisory
Pasadena,
California
|
$455K
|
+$646K
|
+17,382
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$425K
|
+$30K
|
+808
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$390K
|
+$51.6K
|
+1,390
|
+11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
+$157K
|
+4,214
|
+54%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$301K
|
+$52.2K
|
+1,404
|
+15%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$218K
|
-$11.5K
|
-309
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$198K
|
-$1.49K
|
-40
|
-0.6%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$157K
|
–
|
–
|
–
|
|
|
15
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$153K
|
+$203K
|
+5,455
|
New
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$148K
|
+$32.1K
|
+865
|
+20%
|
|
|
17
|
Hantz Financial Services
Southfield,
Michigan
|
$34K
|
–
|
–
|
–
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
+$35.3K
|
+950
|
New
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
-$2.23K
|
-60
|
-19%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$2K
|
–
|
–
|
–
|
|
|
24
|
FourThought Financial
Venice,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
25
|
One Plus One Wealth Management
Jupiter,
Florida
|
–
|
-$577K
|
-13,294
|
Closed
|
|
