|
1
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$10M
|
-$3.65M
|
-105,000
|
-26%
|
|
|
2
|
|
$3.37M
|
+$3.52M
|
+101,050
|
New
|
|
|
3
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.33M
|
+$24.7K
|
+710
|
+0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$522
|
+15
|
+0%
|
|
|
5
|
|
$1.59M
|
-$800K
|
-22,979
|
-33%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.38M
|
+$574K
|
+16,503
|
+67%
|
|
|
7
|
Blue Edge Capital
Richmond,
Virginia
|
$1.19M
|
+$45.3K
|
+1,302
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$526K
|
+15,125
|
+90%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$948K
|
+$989K
|
+28,429
|
New
|
|
|
10
|
|
$404K
|
-$159K
|
-4,566
|
-27%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$345K
|
+$331K
|
+9,516
|
+1,179%
|
|
|
12
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$241K
|
+$251K
|
+7,222
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$176K
|
+$59.8K
|
+1,719
|
+48%
|
|
|
15
|
Stanford Investment Group
Mountain View,
California
|
$117K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$101K
|
-$46.9K
|
-1,349
|
-31%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
18
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$19K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$16.7K
|
–
|
–
|
–
|
|
|
20
|
Evercore Wealth Management
New York
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Virtu KCG Holdings
New York
|
–
|
-$1.07M
|
-32,357
|
Closed
|
|
|
23
|
LPL Financial
San Diego,
California
|
–
|
-$241K
|
-7,222
|
Closed
|
|
