|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$2.61M
|
-$113K
|
-7,918
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
+$1.24M
|
+86,899
|
New
|
|
|
3
|
|
$1.24M
|
+$112K
|
+7,887
|
+10%
|
|
|
4
|
Focused Wealth Management
Newburgh,
New York
|
$566K
|
-$5.92K
|
-415
|
-1%
|
|
|
5
|
|
$524K
|
+$85.5K
|
+6,000
|
+20%
|
|
|
6
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$476K
|
–
|
–
|
–
|
|
|
7
|
Joel Isaacson & Co
New York
|
$431K
|
–
|
–
|
–
|
|
|
8
|
|
$416K
|
-$51.4K
|
-3,602
|
-11%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$333K
|
+$30.1K
|
+2,113
|
+10%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
11
|
Virtu KCG Holdings
New York
|
$214K
|
+$213K
|
+14,929
|
New
|
|
|
12
|
Edge Wealth Management
New York
|
$61K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$59K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45K
|
–
|
–
|
–
|
|
|
15
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$29K
|
–
|
–
|
–
|
|
|
16
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$15.4K
|
+$14.9K
|
+1,042
|
New
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$10K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$9.42K
|
+$128
|
+9
|
+1%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5K
|
+$4.58K
|
+321
|
New
|
|
|
21
|
M&R Capital Management
Summit,
New Jersey
|
–
|
-$189K
|
-13,500
|
Closed
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
–
|
-$27K
|
-1,920
|
Closed
|
|
