|
1
|
|
$9.91M
|
+$2.91M
|
+75,000
|
+38%
|
|
|
2
|
|
$4.24M
|
–
|
–
|
–
|
|
|
3
|
Barclays
London,
United Kingdom
|
$3.6M
|
-$3.88M
|
-100,000
|
-50%
|
|
|
4
|
|
$3.6M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
-$4.66K
|
-120
|
-0.1%
|
|
|
6
|
SG Americas Securities
New York
|
$3.6M
|
+$3.88M
|
+100,000
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.6M
|
–
|
–
|
–
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.46M
|
+$1.07M
|
+27,574
|
+212%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$997K
|
+$1.07M
|
+27,650
|
New
|
|
|
10
|
Advisor OS
Chicago,
Illinois
|
$759K
|
+$276K
|
+7,112
|
+51%
|
|
|
11
|
MJP Associates
Farmington,
Connecticut
|
$759K
|
+$276K
|
+7,112
|
+51%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$414K
|
+$175K
|
+4,500
|
+64%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$273K
|
+$223K
|
+5,750
|
+315%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$206K
|
+$222K
|
+5,726
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
+$201K
|
+5,178
|
+1,036%
|
|
|
16
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$3.97M
|
-100,000
|
Closed
|
|
