|
1
|
State Street
Boston,
Massachusetts
|
$4.58M
|
+$384K
|
+19,291
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.12M
|
+$2.18M
|
+109,549
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.36M
|
+$1.03M
|
+51,733
|
+278%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.26M
|
+$902K
|
+45,319
|
+227%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$612K
|
+$230K
|
+11,549
|
+57%
|
|
|
6
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$313K
|
–
|
–
|
–
|
|
|
7
|
|
$198K
|
-$242K
|
-12,158
|
-54%
|
|
|
8
|
American International Group
New York
|
$96.7K
|
–
|
–
|
–
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44K
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$28K
|
–
|
–
|
–
|
|
|
11
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$24K
|
+$24.9K
|
+1,250
|
New
|
|
|
12
|
|
$21K
|
–
|
–
|
–
|
|
|
13
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$18K
|
+$18.5K
|
+930
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$1.76M
|
-88,588
|
-99%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
+$3.76K
|
+189
|
New
|
|
|
16
|
Richard C. Young & Co
Newport,
Rhode Island
|
–
|
-$3.27M
|
-158,747
|
Closed
|
|
|
17
|
|
–
|
-$245K
|
-11,902
|
Closed
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
–
|
-$47.3K
|
-2,465
|
Closed
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$4K
|
-200
|
Closed
|
|
|
20
|
|
–
|
-$3K
|
-125
|
Closed
|
|
|
21
|
Lupo Securities
Chicago,
Illinois
|
–
|
-$7.92K
|
-100
|
Closed
|
|
|
22
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
+$995
|
+50
|
New
|
|
