|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$2.1M
|
+85,086
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
-$439K
|
-17,788
|
-19%
|
|
|
3
|
|
$986K
|
-$281K
|
-11,401
|
-19%
|
|
|
4
|
Daiwa Securities Group
Tokyo,
Japan
|
$692K
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$686K
|
+$12.5K
|
+505
|
+1%
|
|
|
6
|
Occidental Asset Management
Burlingame,
California
|
$674K
|
+$832K
|
+33,704
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$632K
|
+$780K
|
+31,615
|
New
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$573K
|
+$28.5K
|
+1,154
|
+4%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$496K
|
+$322K
|
+13,031
|
+111%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$368K
|
+$1.09K
|
+44
|
+0.2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
+$265K
|
+10,751
|
New
|
|
|
12
|
Archford Capital Strategies
Swansea,
Illinois
|
$210K
|
+$259K
|
+10,511
|
New
|
|
|
13
|
Barclays
London,
United Kingdom
|
$205K
|
–
|
–
|
–
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$200K
|
+$8.14K
|
+330
|
+3%
|
|
|
15
|
Macroview Investment Management
Bethesda,
Maryland
|
$102K
|
+$126K
|
+5,093
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$52K
|
-$23.1K
|
-938
|
-27%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
+$18.4K
|
+745
|
+72%
|
|
|
18
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$16K
|
–
|
–
|
–
|
|
|
19
|
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Weaver Consulting Group
Huntington Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$805K
|
-31,062
|
Closed
|
|
|
23
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
–
|
-$348K
|
-13,425
|
Closed
|
|
|
24
|
NVWM LLC
Yardley,
Pennsylvania
|
–
|
-$284K
|
-10,961
|
Closed
|
|
|
25
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$282K
|
-10,895
|
Closed
|
|
