|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$140K
|
–
|
–
|
–
|
|
|
27
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$131K
|
–
|
–
|
–
|
|
|
28
|
Wedbush Securities
Los Angeles,
California
|
$129K
|
-$249K
|
-24,655
|
-66%
|
|
|
29
|
Shufro Rose & Co
New York
|
$125K
|
-$126K
|
-12,450
|
Closed
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$116K
|
+$12.4K
|
+1,232
|
+12%
|
|
|
31
|
Transform Wealth
Greenwood Village,
Colorado
|
$114K
|
+$114K
|
+11,305
|
New
|
|
|
32
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$111K
|
–
|
–
|
–
|
|
|
33
|
Capital Investment Advisors
Atlanta,
Georgia
|
$109K
|
+$110K
|
+10,865
|
New
|
|
|
34
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$91K
|
–
|
–
|
–
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
36
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51K
|
+$31.1K
|
+3,085
|
+156%
|
|
|
37
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$48.9K
|
–
|
–
|
–
|
|
|
38
|
Parallel Advisors
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
39
|
|
$22K
|
–
|
–
|
–
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21K
|
-$315K
|
-31,205
|
-94%
|
|
|
41
|
Reilly Financial Advisors
La Mesa,
California
|
$12K
|
–
|
–
|
–
|
|
|
42
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
43
|
Highlander Capital Management
Short Hills,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Penserra Capital Management
Orinda,
California
|
$2K
|
-$3.17K
|
-314
|
-54%
|
|
|
45
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$2.8M
|
-282,768
|
Closed
|
|
|
46
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$2.48M
|
-250,982
|
Closed
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1K
|
-132
|
Closed
|
|
