|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.7M
|
+$328K
|
+12,073
|
+15%
|
|
|
2
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$2.7M
|
+$2.53M
|
+93,019
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$493K
|
+$462K
|
+17,000
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$351K
|
+$328K
|
+12,083
|
New
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$258K
|
+$10.3K
|
+378
|
+4%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$256K
|
–
|
–
|
–
|
|
|
7
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$210K
|
+$103K
|
+3,793
|
+110%
|
|
|
8
|
|
$205K
|
+$192K
|
+7,057
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$64K
|
+$57.3K
|
+2,106
|
+1,831%
|
|
|
11
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$63K
|
–
|
–
|
–
|
|
|
12
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
13
|
Cantor Fitzgerald Investment Advisors
New York
|
–
|
-$257K
|
-10,554
|
Closed
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$12K
|
-475
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-49
|
Closed
|
|
