|
1
|
|
$8.02M
|
–
|
–
|
–
|
|
|
2
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.02M
|
+$90.6K
|
+4,511
|
+5%
|
|
|
3
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.34M
|
+$1.34M
|
+66,607
|
New
|
|
|
4
|
|
$1.32M
|
+$1.32M
|
+65,847
|
New
|
|
|
5
|
Adalta Capital Management
New York
|
$1.2M
|
+$372K
|
+18,525
|
+45%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.1M
|
-$58.8K
|
-2,931
|
-5%
|
|
|
7
|
Vivaldi Capital Management
Chicago,
Illinois
|
$426K
|
–
|
–
|
–
|
|
|
8
|
CSS LLC
Chicago,
Illinois
|
$404K
|
+$301K
|
+15,000
|
+291%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$329K
|
+$330K
|
+16,420
|
New
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$324K
|
+$99.5K
|
+4,959
|
+44%
|
|
|
11
|
ACG Wealth
Atlanta,
Georgia
|
$253K
|
+$1.65K
|
+82
|
+0.7%
|
|
|
12
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$209K
|
+$60
|
+3
|
+0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$31K
|
+$14.9K
|
+740
|
+90%
|
|
|
14
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$24K
|
+$24.4K
|
+1,217
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8K
|
-$10K
|
-500
|
-63%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$10.7M
|
-525,800
|
Closed
|
|
|
18
|
Weiss Multi-Strategy Advisers
New York
|
–
|
-$1.01M
|
-50,000
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$472K
|
-23,258
|
Closed
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
–
|
-$2K
|
-10,570
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$12K
|
-600
|
Closed
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$11K
|
-518
|
Closed
|
|
