|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$10.2M
|
+$2.32M
|
+111,104
|
+29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.28M
|
+$3.11M
|
+148,970
|
+266%
|
|
|
3
|
|
$2.77M
|
+$2.77M
|
+132,688
|
New
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.69M
|
+$2.69M
|
+129,025
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$1.76M
|
+84,493
|
+4,333%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
-$726K
|
-34,796
|
-30%
|
|
|
7
|
Gupta Wealth Management
San Diego,
California
|
$884K
|
+$884K
|
+42,355
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$781K
|
+$778K
|
+37,303
|
New
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$779K
|
+$779K
|
+37,330
|
New
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$646K
|
+$645K
|
+30,931
|
New
|
|
|
11
|
FCG Advisors
Chatham,
New Jersey
|
$472K
|
+$48.4K
|
+2,322
|
+11%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$300K
|
+$300K
|
+14,374
|
New
|
|
|
13
|
HHG & Company
Darien,
Connecticut
|
$219K
|
–
|
–
|
–
|
|
|
14
|
Lehman Financial Resources
Media,
Pennsylvania
|
$99K
|
+$99.3K
|
+4,762
|
New
|
|
|
15
|
Trust Company
Manhattan,
Kansas
|
$96K
|
+$96.4K
|
+4,621
|
New
|
|
|
16
|
Stancorp Investment Advisers
Portland,
Oregon
|
$95K
|
+$63.2K
|
+3,030
|
+198%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$69K
|
+$67.3K
|
+3,225
|
+3,225%
|
|
|
18
|
|
–
|
-$1.24M
|
-60,822
|
Closed
|
|
|
19
|
Virtu KCG Holdings
New York
|
–
|
-$225K
|
-10,989
|
Closed
|
|
