|
1
|
|
$5.81M
|
-$175K
|
-8,142
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.48M
|
-$1.34M
|
-62,363
|
-27%
|
|
|
3
|
|
$1.13M
|
+$458K
|
+21,298
|
+65%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$843K
|
+$275K
|
+12,790
|
+47%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$747K
|
+$653K
|
+30,354
|
+580%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$517K
|
+$138K
|
+6,402
|
+35%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$430K
|
+$188K
|
+8,723
|
+74%
|
|
|
8
|
Calton & Associates
Tampa,
Florida
|
$399K
|
+$115K
|
+5,337
|
+39%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$288K
|
-$168K
|
-7,810
|
-36%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$229K
|
+$47.5K
|
+2,206
|
+25%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$204K
|
-$10.2K
|
-474
|
-5%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$124K
|
-$796
|
-37
|
-0.6%
|
|
|
13
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$57K
|
-$732
|
-34
|
-1%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37K
|
+$38K
|
+1,764
|
New
|
|
|
15
|
|
$21K
|
–
|
–
|
–
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$16K
|
+$16.9K
|
+784
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5K
|
+$4.73K
|
+220
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
+$4.3K
|
+200
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
+$22
|
+1
|
+0.5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$148K
|
-6,935
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$16K
|
-743
|
Closed
|
|
|
23
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$15K
|
-700
|
Closed
|
|
