|
1
|
Citadel Advisors
Miami,
Florida
|
$594K
|
+$66.9K
|
+3,975
|
+12%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$450K
|
+$25.7K
|
+1,524
|
+6%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$379K
|
-$7.43K
|
-441
|
-2%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$345K
|
+$1.13K
|
+67
|
+0.3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$292K
|
+$16.9K
|
+1,006
|
+6%
|
|
|
6
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$283K
|
-$17K
|
-1,010
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$283K
|
+$63.4K
|
+3,765
|
+26%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$281K
|
+$31.7K
|
+1,882
|
+12%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
+$56.9K
|
+3,378
|
+45%
|
|
|
10
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$91K
|
–
|
–
|
–
|
|
|
11
|
|
$77K
|
-$26.3K
|
-1,562
|
-24%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$42.7K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28K
|
+$24.4K
|
+1,449
|
+433%
|
|
|
14
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$5.93K
|
+$34
|
+2
|
+0.5%
|
|
|
15
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$5.47K
|
+$5.86K
|
+348
|
New
|
|
|
16
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.75K
|
+$2.95K
|
+175
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.6K
|
–
|
–
|
–
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$550
|
+$589
|
+35
|
New
|
|
|
20
|
|
–
|
-$1.19M
|
-70,963
|
Closed
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.18M
|
-70,277
|
-100%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$90.9K
|
-5,299
|
Closed
|
|
