|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.2M
|
+$1.23M
|
+40,495
|
+7%
|
|
|
2
|
Prudential plc
London, England,
United Kingdom
|
$3.9M
|
-$70.1K
|
-2,300
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.27M
|
+$874K
|
+28,667
|
+34%
|
|
|
4
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.32M
|
+$182K
|
+5,979
|
+8%
|
|
|
5
|
|
$685K
|
+$716K
|
+23,477
|
New
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$536K
|
-$118K
|
-3,859
|
-17%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$522K
|
+$546K
|
+17,900
|
New
|
|
|
8
|
EPG Wealth Management
Atlanta,
Georgia
|
$415K
|
+$43K
|
+1,412
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$413K
|
-$30
|
-1
|
-0%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$250K
|
+$2.74K
|
+90
|
+1%
|
|
|
11
|
Elevated Capital Advisors
Sandy,
Utah
|
$239K
|
+$250K
|
+8,193
|
New
|
|
|
12
|
Oder Investment Management
Woodland Hills,
California
|
$208K
|
-$9.05K
|
-297
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
–
|
–
|
–
|
|
|
14
|
|
$15K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Strategic Asset Management
Rochester,
Minnesota
|
$14K
|
+$15.2K
|
+500
|
New
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$391K
|
-12,828
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$204K
|
-6,697
|
Closed
|
|
|
20
|
|
–
|
-$134K
|
-4,400
|
Closed
|
|
