|
1
|
|
$10.7M
|
+$10.9M
|
+456,462
|
+6,447%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.54M
|
-$1.39M
|
-58,356
|
-14%
|
|
|
3
|
Accuvest Global Advisors
Provo,
Utah
|
$6.63M
|
+$81.8K
|
+3,435
|
+1%
|
|
|
4
|
Aspiriant Holdings S3
Los Angeles,
California
|
$4.91M
|
+$1.88M
|
+79,065
|
+59%
|
|
|
5
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$2.08M
|
+$2.14M
|
+90,044
|
New
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.29M
|
+$383K
|
+16,069
|
+40%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.26M
|
+$990K
|
+41,582
|
+326%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$892K
|
-$6.6M
|
-277,414
|
-88%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$584K
|
+$50.7K
|
+2,130
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$369K
|
-$297K
|
-12,480
|
-44%
|
|
|
11
|
Yorktown Management & Research Company
Forest,
Virginia
|
$347K
|
–
|
–
|
–
|
|
|
12
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$345K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$345K
|
+$362K
|
+15,186
|
New
|
|
|
14
|
American International Group
New York
|
$59K
|
–
|
–
|
–
|
|
|
15
|
|
$51K
|
+$52.5K
|
+2,204
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$32K
|
+$32.9K
|
+1,380
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$29.8K
|
+1,250
|
New
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$7K
|
+$7.5K
|
+315
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$8.43M
|
-372,793
|
Closed
|
|
|
20
|
|
–
|
-$1.49M
|
-66,036
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$350K
|
-15,501
|
Closed
|
|
|
22
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
–
|
-$9K
|
-388
|
Closed
|
|
