|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.06M
|
+$1.06M
|
+41,100
|
New
|
|
|
2
|
Atwood & Palmer
Kansas City,
Missouri
|
$162K
|
-$4.83M
|
-186,844
|
-97%
|
|
|
3
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$57K
|
-$1.73M
|
-66,891
|
-97%
|
|
|
4
|
Crosspoint Capital Strategies
Orinda,
California
|
$20K
|
+$20K
|
+775
|
New
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$15K
|
–
|
–
|
–
|
|
|
6
|
|
–
|
-$15.5M
|
-600,255
|
Closed
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
–
|
-$12.8M
|
-496,425
|
Closed
|
|
|
8
|
Bluefin Capital Management
New York
|
–
|
-$12.6M
|
-487,635
|
Closed
|
|
|
9
|
Financial Advisory Group
Houston,
Texas
|
–
|
-$12.1M
|
-468,818
|
Closed
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$11.2M
|
-432,943
|
Closed
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$9.3M
|
-359,477
|
Closed
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$7.42M
|
-286,845
|
Closed
|
|
|
13
|
|
–
|
-$6.7M
|
-258,787
|
Closed
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$6.45M
|
-249,082
|
Closed
|
|
|
15
|
Virtu KCG Holdings
New York
|
–
|
-$5.64M
|
-217,935
|
Closed
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
–
|
-$4.62M
|
-178,313
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.3M
|
-127,688
|
Closed
|
|
|
18
|
Pring Turner Capital Group
Alamo,
California
|
–
|
-$3.23M
|
-124,750
|
Closed
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$3.01M
|
-116,398
|
Closed
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$3.01M
|
-116,257
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.62M
|
-101,060
|
Closed
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$2.27M
|
-87,720
|
Closed
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$2.04M
|
-78,811
|
Closed
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.79M
|
-69,060
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$1.54M
|
-59,459
|
Closed
|
|
