|
1
|
Prudential plc
London, England,
United Kingdom
|
$3.41M
|
–
|
–
|
–
|
|
|
2
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.82M
|
+$760K
|
+26,852
|
+70%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.03M
|
+$376K
|
+13,279
|
+55%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$926K
|
+$59.9K
|
+2,114
|
+7%
|
|
|
5
|
|
$646K
|
-$17.3K
|
-610
|
-3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$481K
|
-$353K
|
-12,467
|
-42%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$393K
|
–
|
–
|
–
|
|
|
8
|
Elevated Capital Advisors
Sandy,
Utah
|
$343K
|
+$46.2K
|
+1,633
|
+16%
|
|
|
9
|
|
$316K
|
+$323K
|
+11,393
|
New
|
|
|
10
|
EPG Wealth Management
Atlanta,
Georgia
|
$273K
|
-$4.64K
|
-164
|
-2%
|
|
|
11
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$272K
|
-$4.67K
|
-165
|
-2%
|
|
|
12
|
Oder Investment Management
Woodland Hills,
California
|
$206K
|
–
|
–
|
–
|
|
|
13
|
|
$122K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
-$21.8K
|
-770
|
-24%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
16
|
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Manchester Financial
Westlake Village,
California
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
+$5.04K
|
+178
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
+$2.41K
|
+85
|
New
|
|
|
21
|
Daiwa Securities Group
Tokyo,
Japan
|
–
|
-$13.9M
|
-499,650
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$350K
|
-12,494
|
Closed
|
|
|
23
|
BDO Wealth Advisors
Jacksonville,
Florida
|
–
|
-$207K
|
-7,409
|
Closed
|
|
|
24
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$31K
|
-1,109
|
Closed
|
|
