|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$22.9M
|
-$5.64M
|
-149,952
|
-19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.36M
|
+$5.22M
|
+138,662
|
+1,401%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.12M
|
-$354K
|
-9,414
|
-14%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.89M
|
+$1.97M
|
+52,266
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$1.58M
|
+41,860
|
+897%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$480K
|
-$723K
|
-19,212
|
-59%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$334K
|
-$224K
|
-5,948
|
-39%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$246K
|
+$12.3K
|
+326
|
+5%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$219K
|
+$229K
|
+6,074
|
New
|
|
|
10
|
Accel Wealth Management
Waverly,
Iowa
|
$200K
|
–
|
–
|
–
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$35.1K
|
+$16.9K
|
+450
|
+86%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$28K
|
+$5.98K
|
+159
|
+26%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$22K
|
–
|
–
|
–
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$10K
|
+$11K
|
+291
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
16
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$573K
|
-15,171
|
Closed
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$316K
|
-8,363
|
Closed
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$13K
|
-352
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
+$38
|
+1
|
New
|
|
