|
1
|
Mariner
Overland Park,
Kansas
|
$9.75M
|
+$10M
|
+558,486
|
New
|
|
|
2
|
|
$5.65M
|
-$4.42M
|
-246,266
|
-43%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.35M
|
-$199K
|
-11,087
|
-4%
|
|
|
4
|
|
$4.29M
|
-$2.9M
|
-161,463
|
-40%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.4M
|
-$2.52M
|
-140,364
|
-42%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.77M
|
-$9.27K
|
-516
|
-0.5%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
+$852K
|
+47,432
|
+88%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
+$1.07M
|
+59,514
|
+239%
|
|
|
9
|
|
$1.43M
|
+$896K
|
+49,889
|
+155%
|
|
|
10
|
New York Life Investment Management
New York
|
$602K
|
+$95K
|
+5,286
|
+18%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$596K
|
-$29K
|
-1,613
|
-5%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$266K
|
+$14.4K
|
+800
|
+6%
|
|
|
13
|
KMS Financial Services
Seattle,
Washington
|
$231K
|
+$238K
|
+13,240
|
New
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$185K
|
-$2.64K
|
-147
|
-1%
|
|
|
15
|
Brown Advisory
Baltimore,
Maryland
|
$105K
|
–
|
–
|
–
|
|
|
16
|
|
$98K
|
–
|
–
|
–
|
|
|
17
|
|
$34K
|
+$34.9K
|
+1,944
|
New
|
|
|
18
|
Crosspoint Capital Strategies
Orinda,
California
|
$32K
|
+$36.4K
|
+2,025
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$17K
|
+$18K
|
+1,000
|
New
|
|
|
20
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
-$2.52K
|
-140
|
-31%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$5K
|
+$5.21K
|
+290
|
New
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$1.03M
|
-58,118
|
Closed
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$48K
|
-2,682
|
Closed
|
|
