|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
-$994K
|
-47,629
|
-3%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$20.9M
|
-$730K
|
-35,000
|
-3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$2.64M
|
+126,618
|
New
|
|
|
4
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$385K
|
-$3.96K
|
-190
|
-1%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$357K
|
+$380K
|
+18,208
|
New
|
|
|
6
|
|
$293K
|
-$634K
|
-30,377
|
-67%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$72.2K
|
+$14.6K
|
+699
|
+23%
|
|
|
8
|
|
$9.9K
|
+$8.49K
|
+407
|
+428%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$6K
|
+$5.86K
|
+281
|
+803%
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$1.52K
|
+73
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$11.7K
|
-559
|
-95%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$785
|
+$814
|
+39
|
+3,900%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.11M
|
-56,511
|
Closed
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$837K
|
-42,533
|
Closed
|
|
|
15
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$354K
|
-18,626
|
Closed
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$265K
|
-13,003
|
Closed
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$10K
|
-497
|
Closed
|
|
