|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.26M
|
+$346K
|
+24,066
|
+5%
|
|
|
2
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.78M
|
–
|
–
|
–
|
|
|
3
|
|
$962K
|
-$155K
|
-10,750
|
-14%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$612K
|
+$615K
|
+42,731
|
New
|
|
|
5
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$430K
|
–
|
–
|
–
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$430K
|
–
|
–
|
–
|
|
|
7
|
Edge Capital Group
Atlanta,
Georgia
|
$358K
|
–
|
–
|
–
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$300K
|
-$38K
|
-2,638
|
-11%
|
|
|
9
|
Weiss Asset Management
Boston,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
10
|
Mariner Investment Group
Harrison,
New York
|
$238K
|
-$324K
|
-22,555
|
-58%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$172K
|
–
|
–
|
–
|
|
|
13
|
Renaissance Technologies
New York
|
$146K
|
-$296K
|
-20,602
|
-67%
|
|
|
14
|
DZ Bank
Frankfurt Am Main,
Germany
|
$143K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$21K
|
+$21.6K
|
+1,500
|
New
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
17
|
|
$8K
|
-$11.4K
|
-792
|
-59%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
20
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$98K
|
-6,500
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$14
|
+1
|
New
|
|
