|
1
|
|
$107M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
–
|
–
|
–
|
|
|
3
|
|
$4.7M
|
-$8.01K
|
-763
|
-0.2%
|
|
|
4
|
Everest Management Corp
Cupertino,
California
|
$994K
|
+$38K
|
+3,618
|
+4%
|
|
|
5
|
Allied Private Wealth
Boca Raton,
Florida
|
$984K
|
+$997K
|
+94,982
|
New
|
|
|
6
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$520K
|
-$153K
|
-14,605
|
-22%
|
|
|
7
|
Advisory Solutions Group
Plymouth,
Minnesota
|
$316K
|
+$335K
|
+31,935
|
New
|
|
|
8
|
Oppenheimer & Co
New York
|
$215K
|
+$83.9K
|
+8,000
|
+58%
|
|
|
9
|
|
$151K
|
-$52.7K
|
-5,027
|
-25%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$124K
|
+$131K
|
+12,484
|
New
|
|
|
11
|
Prosperity Financial Group
San Ramon,
California
|
$101K
|
+$107K
|
+10,199
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$89.7K
|
+$49.7K
|
+4,739
|
+110%
|
|
|
13
|
|
$50.8K
|
-$30.3K
|
-2,887
|
-36%
|
|
|
14
|
Strategic Wealth Partners
Independence,
Ohio
|
$34.6K
|
+$36.7K
|
+3,500
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1K
|
+$1.17K
|
+111
|
New
|
|
|
16
|
|
–
|
-$144K
|
-16,044
|
Closed
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$1.79K
|
-200
|
Closed
|
|
