|
1
|
|
$14.7M
|
+$1.54M
|
+53,960
|
+12%
|
|
|
2
|
Level Four Advisory Services
Dallas,
Texas
|
$1.84M
|
-$111K
|
-3,894
|
-6%
|
|
|
3
|
|
$1.71M
|
-$4.92M
|
-172,790
|
-75%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.11M
|
-$19.2K
|
-675
|
-2%
|
|
|
5
|
|
$219K
|
+$213K
|
+7,497
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$216K
|
-$267K
|
-9,384
|
-56%
|
|
|
7
|
|
$213K
|
+$208K
|
+7,320
|
New
|
|
|
8
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$100K
|
-$29.6K
|
-1,040
|
-23%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
-$10.3K
|
-363
|
-27%
|
|
|
11
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
+$16.4K
|
+575
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
+$9.7K
|
+341
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.07M
|
-154,387
|
Closed
|
|
|
14
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$15K
|
-600
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
+$28
|
+1
|
New
|
|
