|
1
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.41M
|
+$4.01M
|
+67,057
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
-$957K
|
-16,006
|
-28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.43M
|
-$407K
|
-6,805
|
-16%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
-$549K
|
-9,186
|
-22%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
+$952K
|
+15,921
|
New
|
|
|
6
|
|
$941K
|
-$136K
|
-2,276
|
-14%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$935K
|
-$104K
|
-1,740
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$873K
|
+$365K
|
+6,108
|
+85%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$471K
|
-$225K
|
-3,765
|
-34%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$358K
|
+$44.9K
|
+750
|
+16%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
+$208K
|
+3,480
|
New
|
|
|
12
|
Oppenheimer & Co
New York
|
$228K
|
-$40.8K
|
-682
|
-16%
|
|
|
13
|
NTV Asset Management
Charleston,
West Virginia
|
$204K
|
+$185K
|
+3,100
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$172K
|
-$2.99K
|
-50
|
-2%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$134K
|
-$5.26K
|
-88
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$97K
|
-$6.94K
|
-116
|
-7%
|
|
|
17
|
|
$51K
|
–
|
–
|
–
|
|
|
18
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$51K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$10K
|
+$8.97K
|
+150
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$7K
|
+$5.98K
|
+100
|
New
|
|
|
21
|
|
–
|
-$804K
|
-15,789
|
Closed
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$410K
|
-8,052
|
Closed
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$398K
|
-7,800
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$25K
|
-489
|
Closed
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$24K
|
-480
|
Closed
|
|
