|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.91M
|
+$309K
|
+8,070
|
+6%
|
|
|
2
|
Smart Money Group
Eastland,
Texas
|
$2.19M
|
+$102K
|
+2,655
|
+5%
|
|
|
3
|
Financial Advocates Investment Management
Olympia,
Washington
|
$461K
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$447K
|
+$63.6K
|
+1,660
|
+15%
|
|
|
5
|
|
$386K
|
-$198K
|
-5,153
|
-32%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$360K
|
-$13.4K
|
-350
|
-3%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$317K
|
-$50K
|
-1,305
|
-13%
|
|
|
8
|
Alpine Woods Capital Investors
Purchase,
New York
|
$305K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$115K
|
+$42.6K
|
+1,112
|
+53%
|
|
|
10
|
|
$77K
|
-$2.8K
|
-73
|
-3%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$53K
|
-$86.3K
|
-2,250
|
-60%
|
|
|
12
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$30K
|
–
|
–
|
–
|
|
|
13
|
Focused Wealth Management
Newburgh,
New York
|
$25K
|
–
|
–
|
–
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
16
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$3.74M
|
-91,103
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$231K
|
-5,628
|
Closed
|
|
|
18
|
|
–
|
-$172K
|
-4,260
|
Closed
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$19K
|
-468
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$17K
|
-410
|
Closed
|
|
|
21
|
YorkBridge Wealth Partners
New York
|
–
|
-$5K
|
-130
|
Closed
|
|
