|
1
|
Prudential plc
London, England,
United Kingdom
|
$3.01M
|
–
|
–
|
–
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.01M
|
+$411K
|
+17,793
|
+75%
|
|
|
3
|
|
$609K
|
+$232K
|
+10,041
|
+68%
|
|
|
4
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$452K
|
+$43.3K
|
+1,875
|
+11%
|
|
|
5
|
EPG Wealth Management
Atlanta,
Georgia
|
$395K
|
+$1.96K
|
+85
|
+0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$375K
|
-$4.62K
|
-200
|
-1%
|
|
|
7
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$368K
|
+$19.1K
|
+827
|
+6%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$267K
|
-$303K
|
-13,120
|
-55%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$253K
|
+$238K
|
+10,330
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$223K
|
+$39.7K
|
+1,719
|
+23%
|
|
|
11
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$181K
|
–
|
–
|
–
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
-$16.7K
|
-725
|
-59%
|
|
|
13
|
|
$12K
|
+$11.5K
|
+500
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10K
|
+$5.15K
|
+223
|
+122%
|
|
|
15
|
Manchester Financial
Westlake Village,
California
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.11M
|
-54,599
|
Closed
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$318K
|
-15,822
|
Closed
|
|
|
19
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$211K
|
-10,494
|
Closed
|
|
|
20
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$7K
|
-334
|
Closed
|
|
|
21
|
MBE Wealth Management
Tomah,
Wisconsin
|
–
|
-$2K
|
-101
|
Closed
|
|
