|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.06M
|
-$417K
|
-14,322
|
-9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
+$28.1K
|
+965
|
+2%
|
|
|
3
|
|
$793K
|
+$504K
|
+17,296
|
+157%
|
|
|
4
|
Kalos Management
Alpharetta,
Georgia
|
$719K
|
-$8.07K
|
-277
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$645K
|
-$728K
|
-25,007
|
-52%
|
|
|
6
|
|
$460K
|
+$9.9K
|
+340
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$430K
|
+$446K
|
+15,319
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$415K
|
+$70.8K
|
+2,431
|
+20%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$389K
|
-$337K
|
-11,555
|
-45%
|
|
|
10
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$384K
|
–
|
–
|
–
|
|
|
11
|
|
$321K
|
+$257K
|
+8,823
|
+333%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$221K
|
+$229K
|
+7,858
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$160K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$64K
|
+$21K
|
+722
|
+46%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$23K
|
–
|
–
|
–
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$18K
|
+$18.6K
|
+640
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Montecito Bank & Trust
Santa Barbara,
California
|
$9K
|
+$9.47K
|
+325
|
New
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$6K
|
+$58
|
+2
|
+1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$8.59K
|
-295
|
-76%
|
|
|
24
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$147K
|
-4,800
|
Closed
|
|
