|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.75M
|
–
|
–
|
–
|
|
|
2
|
|
$201K
|
+$131K
|
+1,848
|
+196%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$123K
|
+$120K
|
+1,697
|
New
|
|
|
4
|
Platte River Capital
Denver,
Colorado
|
$120K
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$59K
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$41K
|
+$3.68K
|
+52
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$38K
|
-$4.81K
|
-68
|
-12%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$28K
|
+$29.2K
|
+412
|
New
|
|
|
9
|
Sandy Spring Bank
Olney,
Maryland
|
$25K
|
–
|
–
|
–
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
-$27.2K
|
-385
|
-69%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
-$9.13K
|
-129
|
-50%
|
|
|
12
|
|
$9K
|
–
|
–
|
–
|
|
|
13
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$7K
|
+$425
|
+6
|
+7%
|
|
|
14
|
US Financial Advisors
Braintree,
Massachusetts
|
$4K
|
+$3.68K
|
+52
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$16.4K
|
-232
|
-95%
|
|
|
17
|
Virtu KCG Holdings
New York
|
–
|
-$542K
|
-7,853
|
Closed
|
|
|
18
|
Anson Funds Management
Dallas,
Texas
|
–
|
-$455K
|
-6,600
|
Closed
|
|
|
19
|
Schonfeld Group Holdings
Jericho,
New York
|
–
|
-$247K
|
-3,582
|
Closed
|
|
|
20
|
|
–
|
-$125K
|
-1,817
|
Closed
|
|
|
21
|
AssetMark Inc
Concord,
California
|
–
|
-$4K
|
-64
|
Closed
|
|
|
22
|
Pacific Financial Group
Bellevue,
Washington
|
–
|
-$4K
|
-58
|
Closed
|
|
