|
1
|
|
$10M
|
–
|
–
|
–
|
|
|
2
|
|
$4.28M
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.64M
|
–
|
–
|
–
|
|
|
4
|
Barclays
London,
United Kingdom
|
$3.64M
|
–
|
–
|
–
|
|
|
5
|
SG Americas Securities
New York
|
$3.64M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.64M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$1.52M
|
+44,191
|
+160%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.51M
|
+$31.9K
|
+927
|
+2%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$577K
|
+$149K
|
+4,345
|
+38%
|
|
|
10
|
MJP Associates
Farmington,
Connecticut
|
$503K
|
-$250K
|
-7,270
|
-35%
|
|
|
11
|
Advisor OS
Chicago,
Illinois
|
$408K
|
-$340K
|
-9,870
|
-47%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$389K
|
+$367K
|
+10,674
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$283K
|
+$72.1K
|
+2,096
|
+37%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$281K
|
+$4.47K
|
+130
|
+2%
|
|
|
15
|
PFG Investments
Woodbury,
New York
|
$218K
|
+$9.01K
|
+262
|
+5%
|
|
|
16
|
|
–
|
-$3.6M
|
-100,000
|
Closed
|
|
