|
1
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.75M
|
+$153K
|
+1,763
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$845K
|
+9,770
|
+82%
|
|
|
3
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.25M
|
-$3.57M
|
-41,269
|
-75%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
-$40.9K
|
-473
|
-4%
|
|
|
5
|
|
$1.01M
|
+$5.28K
|
+61
|
+0.5%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$735K
|
+$90.8K
|
+1,050
|
+15%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$711K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$650K
|
+$409K
|
+4,732
|
+195%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$626K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$500K
|
+$163K
|
+1,887
|
+52%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
+$407K
|
+4,708
|
+1,065%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$303K
|
+$23.8K
|
+275
|
+9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$194K
|
+$15.7K
|
+182
|
+9%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$145K
|
-$15.7K
|
-181
|
-10%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$125K
|
–
|
–
|
–
|
|
|
16
|
|
$81K
|
–
|
–
|
–
|
|
|
17
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$71K
|
–
|
–
|
–
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$43K
|
-$13.6K
|
-157
|
-25%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$24K
|
+$22.5K
|
+260
|
New
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$1.39M
|
-16,809
|
Closed
|
|
|
22
|
Manchester Financial
Westlake Village,
California
|
–
|
-$2K
|
-28
|
Closed
|
|
