|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
+$578K
|
+17,617
|
+111%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$780K
|
-$952
|
-29
|
-0.1%
|
|
|
3
|
Kempner Capital Management
Galveston,
Texas
|
$648K
|
–
|
–
|
–
|
|
|
4
|
|
$389K
|
-$454K
|
-13,849
|
-54%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$338K
|
-$377K
|
-11,497
|
-53%
|
|
|
6
|
KLS Professional Advisors Group
New York
|
$322K
|
–
|
–
|
–
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$306K
|
+$281K
|
+8,570
|
+1,384%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$206K
|
–
|
–
|
–
|
|
|
9
|
|
$205K
|
-$48K
|
-1,464
|
-19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$202K
|
-$59.1K
|
-1,800
|
-23%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
-$15.4K
|
-468
|
-13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$72K
|
+$65.6K
|
+2,000
|
+1,176%
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$47K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$34K
|
–
|
–
|
–
|
|
|
15
|
SeaCrest Wealth Management
Purchase,
New York
|
$13K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$12K
|
+$4.92K
|
+150
|
+75%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$8K
|
+$7.61K
|
+232
|
New
|
|
|
18
|
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$210K
|
-6,661
|
Closed
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$10K
|
-324
|
Closed
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
–
|
-$3.15K
|
-100
|
Closed
|
|
