|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.33M
|
-$333K
|
-16,683
|
-9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
+$17.4K
|
+872
|
+0.6%
|
|
|
3
|
FirstPurpose Wealth
Orem,
Utah
|
$1.75M
|
-$141K
|
-7,060
|
-7%
|
|
|
4
|
AJ Wealth Strategies
New York
|
$929K
|
-$659K
|
-33,000
|
-40%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$630K
|
+$251K
|
+12,567
|
+62%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$272K
|
+$284K
|
+14,252
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$256K
|
-$24.4K
|
-1,224
|
-8%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$247K
|
+$258K
|
+12,940
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$161K
|
-$807K
|
-40,460
|
-83%
|
|
|
10
|
|
$114K
|
–
|
–
|
–
|
|
|
11
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12K
|
–
|
–
|
–
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
+$5.99K
|
+300
|
New
|
|
|
13
|
City Holding Co
Charleston,
West Virginia
|
$5K
|
+$5.59K
|
+280
|
New
|
|
|
14
|
Strategic Asset Management
Rochester,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Tucker Asset Management
Littleton,
Colorado
|
$493
|
+$20
|
+1
|
+4%
|
|
|
16
|
Peterson Wealth Management
Sparks,
Nevada
|
–
|
-$8.99M
|
-412,326
|
Closed
|
|
|
17
|
Atria Wealth Solutions
New York
|
–
|
-$289K
|
-13,254
|
Closed
|
|
|
18
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$218K
|
-10,000
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$20
|
+1
|
New
|
|
