|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
+$179K
|
+3,930
|
+12%
|
|
|
2
|
|
$1.45M
|
+$531K
|
+11,652
|
+62%
|
|
|
3
|
|
$525K
|
+$225K
|
+4,940
|
+82%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$460K
|
-$206K
|
-4,517
|
-32%
|
|
|
5
|
Somerset Trust
Somerset,
Pennsylvania
|
$309K
|
-$9.02K
|
-198
|
-3%
|
|
|
6
|
Pacific Sun Financial
Los Angeles,
California
|
$236K
|
-$17.3K
|
-380
|
-7%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$177K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$65K
|
+$5.06K
|
+111
|
+9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
-$25.2K
|
-552
|
-61%
|
|
|
10
|
|
$10K
|
–
|
–
|
–
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$3K
|
-$684
|
-15
|
-18%
|
|
|
12
|
Wealth Quarterback
Toms River,
New Jersey
|
$4
|
+$7.25K
|
+159
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.03M
|
-45,802
|
Closed
|
|
|
14
|
|
–
|
-$200K
|
-4,470
|
Closed
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$10K
|
-230
|
Closed
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
–
|
-$2K
|
-50
|
Closed
|
|
