|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$987K
|
+$950K
|
+27,407
|
New
|
|
|
2
|
|
$973K
|
-$81K
|
-2,335
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$720K
|
–
|
–
|
–
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$391K
|
-$141K
|
-4,062
|
-27%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$229K
|
-$3.57K
|
-103
|
-2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$202K
|
+$195K
|
+5,619
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$189K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
-$1.28M
|
-36,968
|
-90%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$144K
|
-$2.67K
|
-77
|
-2%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$67.4K
|
–
|
–
|
–
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
12
|
Vestor Capital
Chicago,
Illinois
|
$45K
|
–
|
–
|
–
|
|
|
13
|
|
$11K
|
–
|
–
|
–
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4K
|
+$3.74K
|
+108
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Howard Wealth Management
Madison,
Connecticut
|
$3K
|
+$3.47K
|
+100
|
New
|
|
|
18
|
|
–
|
-$569K
|
-17,140
|
Closed
|
|
|
19
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$44K
|
-1,314
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$25K
|
-763
|
Closed
|
|
|
21
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$3K
|
-100
|
Closed
|
|
|
22
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$2K
|
-62
|
Closed
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
+$381
|
+11
|
New
|
|
