|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.8M
|
+$16M
|
+548,663
|
New
|
|
|
2
|
Prudential plc
London, England,
United Kingdom
|
$4.17M
|
+$398K
|
+13,600
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$1.47M
|
+50,313
|
+151%
|
|
|
4
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.24M
|
+$234K
|
+8,001
|
+12%
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$679K
|
-$440K
|
-15,037
|
-40%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$433K
|
–
|
–
|
–
|
|
|
7
|
EPG Wealth Management
Atlanta,
Georgia
|
$392K
|
+$87.7K
|
+2,999
|
+31%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$391K
|
+$87.7K
|
+3,000
|
+31%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$259K
|
+$248K
|
+8,477
|
New
|
|
|
10
|
Oder Investment Management
Woodland Hills,
California
|
$227K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$204K
|
-$311K
|
-10,635
|
-61%
|
|
|
12
|
|
$134K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
15
|
|
$15K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$646K
|
-23,290
|
Closed
|
|
|
19
|
|
–
|
-$316K
|
-11,393
|
Closed
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
–
|
-$5K
|
-165
|
Closed
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$2K
|
-85
|
Closed
|
|
