|
1
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4M
|
-$247K
|
-18,467
|
-6%
|
|
|
2
|
BBJS Financial Advisors
Seattle,
Washington
|
$3.24M
|
+$3.4M
|
+254,358
|
New
|
|
|
3
|
L.J. Altfest & Co
New York
|
$709K
|
-$306K
|
-22,913
|
-29%
|
|
|
4
|
IHT Wealth Management
Chicago,
Illinois
|
$545K
|
-$1.1K
|
-82
|
-0.2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$459K
|
-$23.7K
|
-1,772
|
-5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$394K
|
+$339K
|
+25,369
|
+453%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$315K
|
+$332K
|
+24,792
|
New
|
|
|
8
|
|
$200K
|
-$1.17M
|
-87,751
|
-85%
|
|
|
9
|
Sonoma Private Wealth
Sonoma,
California
|
$187K
|
+$197K
|
+14,697
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139K
|
-$68.6K
|
-5,133
|
-32%
|
|
|
11
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$135K
|
+$5.92K
|
+443
|
+4%
|
|
|
12
|
Lazard Asset Management
New York
|
$50K
|
–
|
–
|
–
|
|
|
13
|
Richard W. Paul & Associates
Novi,
Michigan
|
$23K
|
-$936
|
-70
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$19.8K
|
-$14.2K
|
-1,063
|
-41%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$17.6K
|
+$17.9K
|
+1,341
|
+2,980%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.7K
|
-$176K
|
-13,153
|
-93%
|
|
|
17
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.24K
|
–
|
–
|
–
|
|
|
18
|
|
$1.93K
|
–
|
–
|
–
|
|
|
19
|
Van Den Berg Management I
Austin,
Texas
|
$1.27K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$356
|
+$361
|
+27
|
+2,700%
|
|
|
21
|
GTS Securities
Miami,
Florida
|
–
|
-$202K
|
-14,832
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$155K
|
-11,385
|
Closed
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$43.5K
|
-3,200
|
Closed
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$20.4K
|
-1,500
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$7.89K
|
-580
|
Closed
|
|
