|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.75M
|
-$241K
|
-5,000
|
-2%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$2.18M
|
-$9.8K
|
-203
|
-0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.25M
|
-$83.3K
|
-1,724
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$361K
|
+7,478
|
+46%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
-$5.02K
|
-104
|
-0.5%
|
|
|
6
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$862K
|
-$81.3K
|
-1,684
|
-8%
|
|
|
7
|
|
$830K
|
-$3.86K
|
-80
|
-0.4%
|
|
|
8
|
|
$599K
|
-$51.4K
|
-1,065
|
-8%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$567K
|
+$435
|
+9
|
+0.1%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$469K
|
–
|
–
|
–
|
|
|
11
|
Apexium Financial
Dallas,
Texas
|
$447K
|
-$18.3K
|
-378
|
-4%
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$411K
|
-$9.51K
|
-197
|
-2%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$381K
|
+$107K
|
+2,216
|
+37%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$285K
|
–
|
–
|
–
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$279K
|
-$22K
|
-455
|
-7%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$240K
|
+$773
|
+16
|
+0.3%
|
|
|
18
|
|
$224K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168K
|
+$18.8K
|
+389
|
+12%
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$148K
|
+$290
|
+6
|
+0.2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$99K
|
-$37.4K
|
-775
|
-27%
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$64K
|
+$145
|
+3
|
+0.2%
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$48K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$34K
|
-$4.88K
|
-101
|
-12%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34K
|
–
|
–
|
–
|
|
