|
1
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
+$1.8M
|
+57,405
|
+37%
|
|
|
2
|
|
$6.4M
|
+$2.17M
|
+69,140
|
+56%
|
|
|
3
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.6M
|
+$1.45M
|
+46,357
|
+50%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.66M
|
+$628K
|
+20,000
|
+67%
|
|
|
5
|
SG Americas Securities
New York
|
$1.35M
|
+$708K
|
+22,557
|
+125%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$1.1M
|
–
|
–
|
–
|
|
|
7
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$995K
|
+$941K
|
+30,000
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$563K
|
+$257K
|
+8,187
|
+93%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$534K
|
+$283K
|
+9,016
|
+127%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$373K
|
-$3.29K
|
-105
|
-0.9%
|
|
|
11
|
|
$331K
|
+$1K
|
+32
|
+0.3%
|
|
|
12
|
Placemark Investments
Chicago,
Illinois
|
$275K
|
+$22.4K
|
+714
|
+9%
|
|
|
13
|
|
$273K
|
-$282K
|
-8,984
|
-52%
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$270K
|
+$256K
|
+8,158
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$223K
|
+$210K
|
+6,694
|
New
|
|
|
16
|
|
$78K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$76K
|
+$72K
|
+2,295
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$66K
|
–
|
–
|
–
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$29K
|
+$27K
|
+861
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$19K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$18K
|
-$35.7K
|
-1,139
|
-68%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7K
|
+$6.75K
|
+215
|
New
|
|
|
24
|
New England Securities
New York
|
$5K
|
+$4.74K
|
+151
|
New
|
|
|
25
|
|
–
|
-$10K
|
-349
|
Closed
|
|
