|
1
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$9.44M
|
+$1.5M
|
+50,000
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.83M
|
+$4.43M
|
+147,322
|
+461%
|
|
|
3
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.73M
|
+$36K
|
+1,199
|
+1%
|
|
|
4
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$2.15M
|
+$2.4M
|
+79,929
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$309K
|
+10,285
|
+17%
|
|
|
6
|
|
$1.06M
|
-$245K
|
-8,162
|
-17%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$363K
|
-$836K
|
-27,829
|
-67%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$165K
|
+$25.7K
|
+856
|
+16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$59K
|
-$25.9K
|
-863
|
-28%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
-$267K
|
-8,900
|
-86%
|
|
|
11
|
MSI Financial Services
Springfield,
Massachusetts
|
$32K
|
-$23K
|
-765
|
-39%
|
|
|
12
|
American International Group
New York
|
$13K
|
–
|
–
|
–
|
|
|
13
|
Evercore Wealth Management
New York
|
$11K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$9K
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$3.37M
|
-101,050
|
Closed
|
|
|
16
|
Blue Edge Capital
Richmond,
Virginia
|
–
|
-$1.19M
|
-35,593
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$948K
|
-28,429
|
Closed
|
|
|
18
|
|
–
|
-$404K
|
-12,111
|
Closed
|
|
|
19
|
Bingham Osborn & Scarborough
San Francisco,
California
|
–
|
-$270K
|
-8,100
|
Closed
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$241K
|
-7,222
|
Closed
|
|
|
21
|
Stanford Investment Group
Mountain View,
California
|
–
|
-$117K
|
-3,500
|
Closed
|
|
|
22
|
Canada Life
Winnipeg,
Manitoba, Canada
|
–
|
-$19K
|
-570
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
+$120
|
+4
|
New
|
|
