|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.17M
|
+$2.14M
|
+52,191
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$161K
|
+3,918
|
+13%
|
|
|
3
|
|
$1.1M
|
-$1.3M
|
-31,806
|
-55%
|
|
|
4
|
Banco de Sabadell
Miami,
Florida
|
$633K
|
-$572K
|
-13,950
|
-48%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$600K
|
+$307K
|
+7,478
|
+107%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$451K
|
+$63.1K
|
+1,539
|
+17%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$449K
|
-$82.5K
|
-2,010
|
-15%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$341K
|
+$85.9K
|
+2,095
|
+34%
|
|
|
9
|
Lyell Wealth Management
Menlo Park,
California
|
$270K
|
-$272K
|
-6,620
|
-50%
|
|
|
10
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$231K
|
+$76K
|
+1,852
|
+50%
|
|
|
11
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$163K
|
+$79.5K
|
+1,938
|
+96%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$74K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$51K
|
+$10.3K
|
+252
|
+26%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$44.6K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$42K
|
-$9.5K
|
-232
|
-19%
|
|
|
16
|
|
$25K
|
-$188K
|
-4,572
|
-88%
|
|
|
17
|
|
$24K
|
-$82
|
-2
|
-0.4%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$15K
|
-$8.2K
|
-200
|
-36%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
+$4.76K
|
+116
|
+211%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$3K
|
+$3.08K
|
+75
|
New
|
|
|
24
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
