|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.48M
|
+$308K
|
+6,566
|
+27%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$944K
|
-$357K
|
-7,604
|
-28%
|
|
|
3
|
WrapManager Inc
Mill Valley,
California
|
$705K
|
+$697K
|
+14,854
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$562K
|
+$146K
|
+3,106
|
+36%
|
|
|
5
|
|
$551K
|
-$404K
|
-8,619
|
-43%
|
|
|
6
|
|
$547K
|
+$62.4K
|
+1,331
|
+13%
|
|
|
7
|
Somerset Trust
Somerset,
Pennsylvania
|
$383K
|
-$1.03K
|
-22
|
-0.3%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$342K
|
+$316K
|
+6,735
|
+1,397%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$265K
|
-$140K
|
-2,979
|
-35%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$244K
|
-$521K
|
-11,112
|
-68%
|
|
|
11
|
Concentrum Wealth Management
San Jose,
California
|
$210K
|
+$207K
|
+4,419
|
New
|
|
|
12
|
Xponance
Philadelphia,
Pennsylvania
|
$175K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$71K
|
-$27K
|
-576
|
-28%
|
|
|
14
|
|
$9K
|
-$14.1K
|
-300
|
-60%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$1.34M
|
-33,637
|
Closed
|
|
|
18
|
|
–
|
-$4K
|
-96
|
Closed
|
|
|
19
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$1K
|
-15
|
Closed
|
|
