|
1
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$13.4M
|
+$1.86M
|
+55,000
|
+16%
|
|
|
2
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.28M
|
+$129K
|
+3,832
|
+4%
|
|
|
3
|
|
$2.33M
|
-$821K
|
-24,313
|
-26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$337K
|
+9,976
|
+19%
|
|
|
5
|
Blue Edge Capital
Richmond,
Virginia
|
$1.13M
|
-$22.6K
|
-669
|
-2%
|
|
|
6
|
Virtu KCG Holdings
New York
|
$1.07M
|
+$217K
|
+6,417
|
+25%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$820K
|
+$838K
|
+24,807
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$557K
|
+$96.1K
|
+2,846
|
+20%
|
|
|
9
|
|
$551K
|
-$169K
|
-4,998
|
-23%
|
|
|
10
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$268K
|
–
|
–
|
–
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$242K
|
-$243K
|
-7,190
|
Closed
|
|
|
12
|
LPL Financial
San Diego,
California
|
$241K
|
-$79.3K
|
-2,348
|
-25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$145K
|
-$6.75K
|
-200
|
-4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$118K
|
+$54.1K
|
+1,601
|
+82%
|
|
|
15
|
Stanford Investment Group
Mountain View,
California
|
$116K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$64K
|
+$65.5K
|
+1,941
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
+$20.5K
|
+607
|
+304%
|
|
|
18
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$19K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$16.5K
|
-$30.4K
|
-900
|
-64%
|
|
|
20
|
Evercore Wealth Management
New York
|
$13K
|
+$13.5K
|
+400
|
New
|
|
|
21
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$264K
|
-7,791
|
Closed
|
|
|
23
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
–
|
-$24K
|
-700
|
Closed
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$6K
|
-200
|
Closed
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$1K
|
-33
|
Closed
|
|
