|
1
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.86M
|
+$123K
|
+1,645
|
+2%
|
|
|
2
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.6M
|
+$397K
|
+5,313
|
+39%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
-$88K
|
-1,179
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.06M
|
-$38.6K
|
-517
|
-4%
|
|
|
5
|
|
$1.01M
|
-$125K
|
-1,674
|
-12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$583K
|
-$20.3K
|
-272
|
-4%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$524K
|
+$14.9K
|
+200
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$453K
|
-$774K
|
-10,368
|
-66%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$250K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$226K
|
-$1.95M
|
-26,117
|
-91%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$160K
|
-$5.15K
|
-69
|
-4%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$140K
|
+$124K
|
+1,656
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$116K
|
-$9.18K
|
-123
|
-8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
-$120K
|
-1,610
|
-58%
|
|
|
15
|
Planned Solutions
Folsom,
California
|
$90K
|
–
|
–
|
–
|
|
|
16
|
|
$75K
|
+$8.96K
|
+120
|
+16%
|
|
|
17
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$66K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.31M
|
-33,763
|
Closed
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
–
|
-$212K
|
-3,100
|
Closed
|
|
|
21
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
–
|
-$51K
|
-750
|
Closed
|
|
