|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.5M
|
+$558K
|
+27,216
|
+2%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$20.1M
|
-$1.64M
|
-80,000
|
-8%
|
|
|
3
|
|
$3.32M
|
+$3.03M
|
+148,013
|
+992%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.69M
|
+$121K
|
+5,891
|
+5%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$701K
|
+$704K
|
+34,363
|
New
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$664K
|
+$667K
|
+32,519
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$449K
|
+$451K
|
+22,009
|
New
|
|
|
8
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$436K
|
+$36.3K
|
+1,770
|
+9%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$370K
|
-$1.64K
|
-80
|
-0.4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
+$272K
|
+13,265
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61K
|
+$61K
|
+2,974
|
+9,913%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.4K
|
-$57K
|
-2,778
|
-75%
|
|
|
13
|
|
$11.3K
|
+$1.11K
|
+54
|
+11%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$7.81K
|
+$7.85K
|
+383
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$1.86K
|
–
|
–
|
–
|
|
|
16
|
Rockefeller Capital Management
New York
|
–
|
-$6K
|
-316
|
Closed
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
-$820
|
-40
|
Closed
|
|
