|
1
|
Daiwa Securities Group
Tokyo,
Japan
|
$15.6M
|
+$10.9M
|
+400,000
|
+200%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.88M
|
-$141K
|
-5,158
|
-7%
|
|
|
3
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$1.01M
|
+$1.08M
|
+39,600
|
New
|
|
|
4
|
|
$747K
|
+$162K
|
+5,933
|
+26%
|
|
|
5
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$572K
|
-$12.3K
|
-452
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$498K
|
+$491K
|
+18,015
|
+1,614%
|
|
|
7
|
EPG Wealth Management
Atlanta,
Georgia
|
$317K
|
+$1.61K
|
+59
|
+0.5%
|
|
|
8
|
Oder Investment Management
Woodland Hills,
California
|
$240K
|
–
|
–
|
–
|
|
|
9
|
|
$54.4K
|
-$21.2K
|
-779
|
-27%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$51.9K
|
+$26.7K
|
+981
|
+97%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$30.1K
|
+$31.5K
|
+1,155
|
+115,500%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
13
|
Richard W. Paul & Associates
Novi,
Michigan
|
$9.76K
|
-$518
|
-19
|
-5%
|
|
|
14
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$9K
|
+$9.98K
|
+366
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
16
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.81K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.29K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.17K
|
-$600
|
-22
|
-33%
|
|
|
19
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.17K
|
-$327
|
-12
|
-21%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$23
|
-$349K
|
-12,800
|
-100%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
–
|
-$3.11M
|
-112,031
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$805K
|
-28,970
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$228K
|
-8,218
|
Closed
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$204K
|
-7,332
|
Closed
|
|
