|
1
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.06M
|
+$352K
|
+4,504
|
+45%
|
|
|
2
|
|
$956K
|
-$273K
|
-3,497
|
-21%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$485K
|
+$360K
|
+4,609
|
+230%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$461K
|
-$1.02M
|
-13,059
|
-68%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$445K
|
-$781K
|
-10,000
|
-62%
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$389K
|
+$97.6K
|
+1,250
|
+31%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$305K
|
+$30K
|
+384
|
+10%
|
|
|
8
|
Cambridge Trust
Cambridge,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$69.4K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16.4K
|
+$78
|
+1
|
+0.5%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$8.07K
|
–
|
–
|
–
|
|
|
12
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$5.04K
|
+$234
|
+3
|
+5%
|
|
|
13
|
Carmel Capital Partners
San Diego,
California
|
$3.67K
|
–
|
–
|
–
|
|
|
14
|
|
$146
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.32M
|
-16,295
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$185K
|
-2,274
|
Closed
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$102K
|
-1,250
|
Closed
|
|
|
18
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$9K
|
-117
|
Closed
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$4.49K
|
-55
|
Closed
|
|
|
20
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$2.03K
|
-25
|
Closed
|
|
