|
1
|
|
$8.73M
|
-$8.01M
|
-108,064
|
-47%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.75M
|
-$662K
|
-8,921
|
-8%
|
|
|
3
|
|
$4.57M
|
+$2.45M
|
+33,002
|
+105%
|
|
|
4
|
|
$4.29M
|
+$4.49M
|
+60,498
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
-$2.41M
|
-32,518
|
-56%
|
|
|
6
|
|
$1.24M
|
+$900K
|
+12,135
|
+227%
|
|
|
7
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$649K
|
+$584K
|
+7,880
|
+618%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$466K
|
-$363K
|
-4,901
|
-42%
|
|
|
9
|
|
$355K
|
-$409K
|
-5,511
|
-52%
|
|
|
10
|
Baird
Milwaukee,
Wisconsin
|
$224K
|
-$13.9K
|
-187
|
-6%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$135K
|
-$173K
|
-2,339
|
-55%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
+$4.08K
|
+55
|
+7%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$4K
|
+$4.67K
|
+63
|
New
|
|
|
14
|
WealthTrust Fairport
Cleveland,
Ohio
|
$2K
|
+$2.15K
|
+29
|
New
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
–
|
-$85.9M
|
-1,081,177
|
Closed
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$9.27M
|
-116,720
|
Closed
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
–
|
-$939K
|
-11,826
|
Closed
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$332K
|
-4,178
|
Closed
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$63K
|
-793
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$62K
|
-780
|
Closed
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$6K
|
-70
|
Closed
|
|
|
22
|
|
–
|
-$4K
|
-50
|
Closed
|
|
