|
1
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12M
|
+$3.71M
|
+79,794
|
+54%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.98M
|
+$696K
|
+14,980
|
+13%
|
|
|
3
|
|
$5.31M
|
-$2.87M
|
-61,775
|
-38%
|
|
|
4
|
VanEck Associates
New York
|
$5.27M
|
–
|
–
|
–
|
|
|
5
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$2.1M
|
+$4.09M
|
+88,000
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$1.38M
|
+29,662
|
+491%
|
|
|
7
|
|
$1.57M
|
-$3.16M
|
-68,080
|
-70%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$792K
|
-$2.01M
|
-43,326
|
-74%
|
|
|
9
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$738K
|
-$56.2K
|
-1,210
|
-8%
|
|
|
10
|
|
$609K
|
+$537K
|
+11,561
|
New
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$395K
|
+$116K
|
+2,500
|
+50%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$368K
|
-$5.16K
|
-111
|
-2%
|
|
|
13
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$150K
|
+$132K
|
+2,849
|
New
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
15
|
|
$17K
|
+$13.6K
|
+293
|
+916%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$5K
|
+$4.55K
|
+98
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Bluefin Capital Management
New York
|
–
|
-$397K
|
-8,634
|
Closed
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$230K
|
-5,000
|
Closed
|
|
|
21
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
–
|
-$67K
|
-1,450
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$58K
|
-1,258
|
Closed
|
|
