|
1
|
William Blair & Company
Chicago,
Illinois
|
$1.99M
|
+$988K
|
+48,000
|
+99%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$387K
|
+$70.1K
|
+3,406
|
+22%
|
|
|
3
|
|
$329K
|
+$92.9K
|
+4,512
|
+40%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$303K
|
-$24.7K
|
-1,200
|
-8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$175K
|
-$81.1K
|
-3,942
|
-32%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$156K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$155K
|
–
|
–
|
–
|
|
|
8
|
|
$41K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37K
|
-$6.17K
|
-300
|
-14%
|
|
|
10
|
Glassman Wealth Services
Vienna,
Virginia
|
$21K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
12
|
|
$16K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
+$8.23K
|
+400
|
New
|
|
|
15
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
+$1.98K
|
+96
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$220K
|
-10,600
|
Closed
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$50K
|
-2,395
|
Closed
|
|
|
19
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$4K
|
-184
|
Closed
|
|
