|
1
|
Daiwa Securities Group
Tokyo,
Japan
|
$13.9M
|
+$1.83M
|
+69,000
|
+16%
|
|
|
2
|
Prudential plc
London, England,
United Kingdom
|
$3.44M
|
–
|
–
|
–
|
|
|
3
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.08M
|
+$484K
|
+18,188
|
+89%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$872K
|
+$445K
|
+16,724
|
+115%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$834K
|
-$1.98M
|
-74,546
|
-71%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$670K
|
+$117K
|
+4,413
|
+23%
|
|
|
7
|
|
$667K
|
+$636K
|
+23,900
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$396K
|
-$12K
|
-450
|
-3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$350K
|
+$332K
|
+12,494
|
New
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$287K
|
+$40K
|
+1,505
|
+17%
|
|
|
11
|
EPG Wealth Management
Atlanta,
Georgia
|
$279K
|
–
|
–
|
–
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$279K
|
+$266K
|
+9,993
|
New
|
|
|
13
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
14
|
Oder Investment Management
Woodland Hills,
California
|
$202K
|
+$198K
|
+7,436
|
New
|
|
|
15
|
|
$123K
|
+$117K
|
+4,400
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
–
|
–
|
–
|
|
|
17
|
Freestone Capital Holdings
Seattle,
Washington
|
$31K
|
–
|
–
|
–
|
|
|
18
|
|
$14K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$462K
|
-17,980
|
Closed
|
|
