|
1
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.54M
|
-$1.23M
|
-14,270
|
-21%
|
|
|
2
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.35M
|
+$820K
|
+9,515
|
+50%
|
|
|
3
|
Fulcrum Equity Management
Plano,
Texas
|
$1.39M
|
+$1.45M
|
+16,809
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
-$43.8K
|
-508
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$987K
|
-$50.7K
|
-588
|
-5%
|
|
|
6
|
|
$915K
|
-$71.9K
|
-834
|
-7%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$645K
|
+$674K
|
+7,827
|
New
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$581K
|
+$73.2K
|
+850
|
+14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$568K
|
-$1.12K
|
-13
|
-0.2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$298K
|
+$81K
|
+940
|
+35%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$253K
|
+$9.22K
|
+107
|
+4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$200K
|
+$209K
|
+2,424
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$161K
|
+$68.9K
|
+800
|
+69%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$146K
|
-$9.99K
|
-116
|
-6%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$114K
|
–
|
–
|
–
|
|
|
16
|
|
$74K
|
–
|
–
|
–
|
|
|
17
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$64K
|
–
|
–
|
–
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$52K
|
+$54.6K
|
+634
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37K
|
-$424K
|
-4,921
|
-92%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$14K
|
+$14.2K
|
+165
|
New
|
|
|
21
|
Manchester Financial
Westlake Village,
California
|
$2K
|
+$2.41K
|
+28
|
New
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$140K
|
-1,656
|
Closed
|
|
|
23
|
Planned Solutions
Folsom,
California
|
–
|
-$90K
|
-1,061
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$22K
|
-260
|
Closed
|
|
