|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$3.16M
|
-$1.16M
|
-31,689
|
-27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
-$1.06M
|
-29,124
|
-36%
|
|
|
3
|
Bard Associates
Chicago,
Illinois
|
$1.28M
|
-$63.4K
|
-1,737
|
-5%
|
|
|
4
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$524K
|
-$128K
|
-3,517
|
-20%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$375K
|
–
|
–
|
–
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$351K
|
-$17.2K
|
-471
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$191K
|
+$186K
|
+5,100
|
New
|
|
|
8
|
|
$150K
|
+$122K
|
+3,356
|
+528%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$142K
|
+$139K
|
+3,798
|
New
|
|
|
10
|
|
$125K
|
+$122K
|
+3,330
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$45.4K
|
+1,243
|
+92%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$47K
|
+$37.5K
|
+1,027
|
New
|
|
|
13
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$38K
|
–
|
–
|
–
|
|
|
14
|
Black Swift Group
Boulder,
Colorado
|
$27K
|
-$8.91K
|
-244
|
-25%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$27K
|
+$803
|
+22
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$8K
|
+$219
|
+6
|
+3%
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
$7K
|
+$6.64K
|
+182
|
New
|
|
|
19
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
+$1.75K
|
+48
|
New
|
|
|
20
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$186K
|
-6,196
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$16K
|
-541
|
Closed
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$13K
|
-459
|
Closed
|
|
|
23
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$4K
|
-119
|
Closed
|
|
|
24
|
FNY Investment Advisers
New York
|
–
|
+$730
|
+20
|
New
|
|
