|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21.4M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.91M
|
+$3.18M
|
+86,423
|
+58%
|
|
|
3
|
|
$1.77M
|
+$1.94M
|
+52,586
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.75M
|
-$12.3K
|
-333
|
-0.6%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$756K
|
+$826K
|
+22,453
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$504K
|
+$210K
|
+5,700
|
+62%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$442K
|
-$6.85K
|
-186
|
-1%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$370K
|
+$404K
|
+10,972
|
New
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$332K
|
+$140K
|
+3,796
|
+62%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$308K
|
+$337K
|
+9,147
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$242K
|
+$13.4K
|
+365
|
+5%
|
|
|
12
|
Accel Wealth Management
Waverly,
Iowa
|
$192K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
-$1.61M
|
-43,630
|
-94%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$32.9K
|
+$110
|
+3
|
+0.3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$847
|
+23
|
+3%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$25K
|
+$16.4K
|
+445
|
+153%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$17K
|
-$4.23K
|
-115
|
-19%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$2.12M
|
-58,659
|
Closed
|
|
|
20
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
–
|
-$1.36K
|
-37
|
-90%
|
|
