|
1
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
+$233K
|
+7,539
|
+15%
|
|
|
2
|
|
$1.08M
|
+$1.12M
|
+36,243
|
New
|
|
|
3
|
Kempner Capital Management
Galveston,
Texas
|
$583K
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$401K
|
+$253K
|
+8,165
|
+156%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$315K
|
+$58.4K
|
+1,889
|
+22%
|
|
|
6
|
KLS Professional Advisors Group
New York
|
$290K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$260K
|
-$9.59K
|
-310
|
-3%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
9
|
|
$159K
|
+$53.6K
|
+1,733
|
+48%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
–
|
–
|
–
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$46K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$29K
|
+938
|
+163%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
14
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$30K
|
+$18.6K
|
+600
|
+150%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19K
|
+$3.34K
|
+108
|
+21%
|
|
|
16
|
SeaCrest Wealth Management
Purchase,
New York
|
$12K
|
–
|
–
|
–
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$10K
|
+$10K
|
+324
|
New
|
|
|
18
|
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$2.94K
|
+$3.09K
|
+100
|
New
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
22
|
First Command Bank
Fort Worth,
Texas
|
–
|
-$34K
|
-1,127
|
Closed
|
|
|
23
|
First Command Financial Services
Fort Worth,
Texas
|
–
|
-$34K
|
-1,127
|
Closed
|
|
|
24
|
|
–
|
-$2K
|
-56
|
Closed
|
|
