|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$27M
|
-$31K
|
-1,250
|
-0.1%
|
|
|
2
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$4.25M
|
+$765K
|
+30,900
|
+21%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.08M
|
-$139K
|
-5,629
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
+$1M
|
+40,545
|
+32%
|
|
|
5
|
|
$3.75M
|
+$3.6M
|
+145,189
|
+1,621%
|
|
|
6
|
|
$2.38M
|
-$883K
|
-35,674
|
-27%
|
|
|
7
|
Bluefin Capital Management
New York
|
$2.07M
|
+$2.11M
|
+85,259
|
New
|
|
|
8
|
Scotia Capital
Toronto,
Ontario, Canada
|
$991K
|
-$57.6K
|
-2,324
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$961K
|
-$2.28M
|
-91,991
|
-70%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$586K
|
+$597K
|
+24,110
|
New
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$229K
|
+$7.7K
|
+311
|
+3%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$102K
|
+$55.6K
|
+2,245
|
+114%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17K
|
+$17.3K
|
+700
|
New
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$16K
|
+$13.6K
|
+550
|
+550%
|
|
|
15
|
Washington Trust Bank
Spokane,
Washington
|
$13K
|
-$25.5K
|
-1,030
|
-66%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6K
|
-$1.39K
|
-56
|
-18%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
+$1.24K
|
+50
|
New
|
|
|
19
|
|
–
|
-$2.84M
|
-114,305
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$205K
|
-8,234
|
Closed
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$22K
|
-900
|
Closed
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$19K
|
-750
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$2K
|
-100
|
Closed
|
|
|
24
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$25
|
+1
|
New
|
|
