|
1
|
LPL Financial
San Diego,
California
|
$7M
|
+$1.42M
|
+60,470
|
+28%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.72M
|
+$4.35M
|
+185,519
|
+40,330%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.61M
|
-$69K
|
-2,939
|
-3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$1.22M
|
+51,985
|
New
|
|
|
5
|
Verity Asset Management
Durham,
North Carolina
|
$1.31M
|
-$137K
|
-5,823
|
-10%
|
|
|
6
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.06M
|
+$983K
|
+41,900
|
New
|
|
|
7
|
Holderness Investments Company
Greensboro,
North Carolina
|
$453K
|
+$148K
|
+6,298
|
+54%
|
|
|
8
|
IRON Financial
Northbrook,
Illinois
|
$241K
|
-$46.9K
|
-2,000
|
-17%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$229K
|
+$212K
|
+9,025
|
New
|
|
|
10
|
Virtu KCG Holdings
New York
|
$211K
|
+$195K
|
+8,319
|
New
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$201K
|
+$186K
|
+7,915
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$111K
|
+$103K
|
+4,380
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51K
|
+$46.9K
|
+2,000
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$48K
|
+$45.6K
|
+1,941
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$47
|
+2
|
+0.1%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$25K
|
+$23.5K
|
+1,000
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
+$3.52K
|
+150
|
New
|
|
|
18
|
Cutler Group
San Francisco,
California
|
$1K
|
-$939
|
-40
|
-40%
|
|
|
19
|
American International Group
New York
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
–
|
-$633K
|
-25,408
|
Closed
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
–
|
-$257K
|
-10,550
|
Closed
|
|
|
22
|
US Financial Advisors
Braintree,
Massachusetts
|
–
|
-$50K
|
-2,000
|
Closed
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$25K
|
-1,000
|
Closed
|
|
|
24
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$2K
|
-100
|
Closed
|
|
