|
1
|
Wells Fargo
San Francisco,
California
|
$27.8M
|
+$27.1M
|
+1,393,074
|
New
|
|
|
2
|
Xponance
Philadelphia,
Pennsylvania
|
$4.8M
|
+$4.58M
|
+235,370
|
New
|
|
|
3
|
|
$2.34M
|
+$339K
|
+17,441
|
+18%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$1.87M
|
+$1.33M
|
+68,326
|
+269%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.46M
|
+$927K
|
+47,665
|
+190%
|
|
|
6
|
1st Global Advisors
Dallas,
Texas
|
$1.23M
|
+$1.2M
|
+61,696
|
New
|
|
|
7
|
|
$1.04M
|
+$73.7K
|
+3,792
|
+8%
|
|
|
8
|
Flow Traders U.S.
New York
|
$682K
|
+$388K
|
+19,945
|
+141%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$682K
|
+$663K
|
+34,122
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$678K
|
+$659K
|
+33,904
|
New
|
|
|
11
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$435K
|
+$423K
|
+21,760
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$284K
|
+$198K
|
+10,202
|
+256%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$34K
|
+$33.2K
|
+1,709
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$2.31M
|
-121,646
|
Closed
|
|
|
15
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$1.04M
|
-54,900
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$473K
|
-24,969
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$33K
|
-1,719
|
Closed
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$3K
|
-133
|
Closed
|
|
