|
1
|
Bank of America
Charlotte,
North Carolina
|
$855K
|
+$847K
|
+132,923
|
+3,798%
|
|
|
2
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$510K
|
+$268K
|
+42,100
|
+107%
|
|
|
3
|
Arrowstreet Capital
Boston,
Massachusetts
|
$443K
|
-$40.2K
|
-6,300
|
-8%
|
|
|
4
|
California Public Employees Retirement System
Sacramento,
California
|
$339K
|
–
|
–
|
–
|
|
|
5
|
Tocqueville Asset Management
New York
|
$251K
|
–
|
–
|
–
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$144K
|
–
|
–
|
–
|
|
|
7
|
VisionPoint Advisory Group
Dallas,
Texas
|
$133K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$132K
|
+$135K
|
+21,097
|
New
|
|
|
9
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$125K
|
–
|
–
|
–
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
11
|
|
$15K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$21.8K
|
-3,424
|
-61%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$8K
|
-$2.61K
|
-409
|
-23%
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Group One Trading
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
+$77
|
+12
|
+3%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
23
|
RR Advisors
Dallas,
Texas
|
–
|
-$7.1M
|
-936,000
|
Closed
|
|
|
24
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$6K
|
-700
|
Closed
|
|
|
25
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$1K
|
-100
|
Closed
|
|
