|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$40.6M
|
-$20.6M
|
-400,016
|
-34%
|
|
|
2
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.68M
|
+$113K
|
+2,197
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$66.8K
|
+1,297
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3M
|
-$550K
|
-10,682
|
-30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$675K
|
+$660K
|
+12,805
|
+32,833%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$543K
|
+$55.5K
|
+1,078
|
+12%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$515K
|
–
|
–
|
–
|
|
|
8
|
|
$507K
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$423K
|
+$206
|
+4
|
+0%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$397K
|
+$16.3K
|
+317
|
+4%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$342K
|
-$27.9K
|
-542
|
-8%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$333K
|
+$39.1K
|
+759
|
+13%
|
|
|
13
|
Kore Private Wealth
New York
|
$309K
|
–
|
–
|
–
|
|
|
14
|
Retirement Group
San Diego,
California
|
$95K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$61K
|
+$56.5K
|
+1,097
|
+1,995%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$7.73K
|
+150
|
+86%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$13K
|
-$979
|
-19
|
-7%
|
|
|
19
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
–
|
-$5K
|
-100
|
Closed
|
|
