|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.67M
|
–
|
–
|
–
|
|
|
2
|
|
$983K
|
+$56.3K
|
+4,067
|
+6%
|
|
|
3
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$414K
|
–
|
–
|
–
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$414K
|
–
|
–
|
–
|
|
|
5
|
Edge Capital Group
Atlanta,
Georgia
|
$345K
|
–
|
–
|
–
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$294K
|
+$4.94K
|
+357
|
+2%
|
|
|
7
|
Weiss Asset Management
Boston,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$180K
|
-$32.5K
|
-2,350
|
-15%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$166K
|
–
|
–
|
–
|
|
|
10
|
DZ Bank
Frankfurt Am Main,
Germany
|
$138K
|
–
|
–
|
–
|
|
|
11
|
Macroview Investment Management
Bethesda,
Maryland
|
$25K
|
+$25.4K
|
+1,834
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$21K
|
–
|
–
|
–
|
|
|
13
|
Next Financial Group
Houston,
Texas
|
$14K
|
+$13.8K
|
+1,000
|
New
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$14K
|
+$14K
|
+1,011
|
New
|
|
|
15
|
|
$7K
|
–
|
–
|
–
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$7.26M
|
-507,216
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$612K
|
-42,731
|
Closed
|
|
|
20
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$238K
|
-16,593
|
Closed
|
|
|
21
|
Renaissance Technologies
New York
|
–
|
-$146K
|
-10,198
|
Closed
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$9K
|
-623
|
Closed
|
|
