|
1
|
Prudential plc
London, England,
United Kingdom
|
$3.96M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$86.5K
|
+3,408
|
+3%
|
|
|
3
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$572K
|
-$54.8K
|
-2,158
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$313K
|
–
|
–
|
–
|
|
|
5
|
|
$304K
|
+$328K
|
+12,924
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$302K
|
-$524K
|
-20,651
|
-62%
|
|
|
7
|
EPG Wealth Management
Atlanta,
Georgia
|
$296K
|
+$1.14K
|
+45
|
+0.4%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$214K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
+$5.15K
|
+203
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
+$49K
|
+1,931
|
+111%
|
|
|
11
|
|
$52K
|
-$12.7K
|
-500
|
-19%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$51K
|
+$26.5K
|
+1,043
|
+92%
|
|
|
13
|
Strategic Asset Management
Rochester,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$4.59K
|
+181
|
New
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2K
|
+$2.56K
|
+101
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$11.5M
|
-454,278
|
Closed
|
|
|
21
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$206K
|
-8,151
|
Closed
|
|
