|
1
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$12.8M
|
-$2.63M
|
-100,000
|
-18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.65M
|
-$293K
|
-11,168
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.9M
|
+$393K
|
+14,983
|
+17%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$1.07M
|
+$991K
|
+37,731
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$842K
|
+$776K
|
+29,563
|
New
|
|
|
6
|
|
$643K
|
-$63.7K
|
-2,428
|
-10%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$286K
|
+$264K
|
+10,039
|
New
|
|
|
8
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$242K
|
+$223K
|
+8,500
|
New
|
|
|
9
|
BOK Financial
Tulsa,
Oklahoma
|
$227K
|
+$210K
|
+7,991
|
New
|
|
|
10
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$203K
|
+$188K
|
+7,142
|
New
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$121K
|
-$42.2K
|
-1,606
|
-27%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$44K
|
-$16.2K
|
-616
|
-29%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$29K
|
-$8.32K
|
-317
|
-24%
|
|
|
14
|
American International Group
New York
|
$15K
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$11K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$10K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$800K
|
-30,369
|
Closed
|
|
|
18
|
TMD & Associates
Scottsdale,
Arizona
|
–
|
-$723K
|
-27,455
|
Closed
|
|
|
19
|
Virtu KCG Holdings
New York
|
–
|
-$366K
|
-13,905
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$73K
|
-2,736
|
Closed
|
|
