|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$235K
|
+$193K
|
+11,713
|
+701%
|
|
|
27
|
Cobiz Wealth
Denver,
Colorado
|
$222K
|
-$468K
|
-28,452
|
-69%
|
|
|
28
|
Partnervest Advisory Services
Santa Barbara,
California
|
$205K
|
+$192K
|
+11,688
|
New
|
|
|
29
|
Shamrock Asset Management
Dallas,
Texas
|
$179K
|
-$29.9K
|
-1,817
|
-15%
|
|
|
30
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$162K
|
+$152K
|
+9,227
|
New
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$104K
|
+$55.8K
|
+3,396
|
+136%
|
|
|
32
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50K
|
+$47.2K
|
+2,874
|
New
|
|
|
33
|
Krilogy Financial
St. Louis,
Missouri
|
$46K
|
+$43.3K
|
+2,634
|
New
|
|
|
34
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
+$41.1K
|
+2,500
|
New
|
|
|
35
|
Next Financial Group
Houston,
Texas
|
$22K
|
+$5.72K
|
+348
|
+37%
|
|
|
36
|
Tortoise Investment Management
White Plains,
New York
|
$18K
|
+$16.4K
|
+1,000
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
+$806
|
+49
|
+10%
|
|
|
38
|
American International Group
New York
|
$9K
|
+$4.26K
|
+259
|
+107%
|
|
|
39
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$2.2K
|
+134
|
New
|
|
|
41
|
|
$1K
|
+$789
|
+48
|
New
|
|
|
42
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$826K
|
-48,340
|
Closed
|
|
|
43
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
–
|
-$822K
|
-48,104
|
Closed
|
|
|
44
|
Coho Partners
Berwyn,
Pennsylvania
|
–
|
-$661K
|
-38,664
|
Closed
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$503K
|
-29,396
|
Closed
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$481K
|
-28,135
|
Closed
|
|
|
47
|
Virtu KCG Holdings
New York
|
–
|
-$397K
|
-23,226
|
Closed
|
|
|
48
|
Patriot Wealth Management
Houston,
Texas
|
–
|
-$253K
|
-14,830
|
Closed
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$6K
|
-355
|
Closed
|
|
