|
1
|
Arrowstreet Capital
Boston,
Massachusetts
|
$160K
|
-$19.6K
|
-4,153
|
-6%
|
|
|
2
|
Symphony Financial
Houston,
Texas
|
$151K
|
+$294K
|
+62,405
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$144K
|
–
|
–
|
–
|
|
|
4
|
California Public Employees Retirement System
Sacramento,
California
|
$110K
|
-$37.6K
|
-7,969
|
-15%
|
|
|
5
|
VisionPoint Advisory Group
Dallas,
Texas
|
$51K
|
–
|
–
|
–
|
|
|
6
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$48K
|
–
|
–
|
–
|
|
|
7
|
Capital Square
Chattanooga,
Tennessee
|
$21K
|
+$42.1K
|
+8,929
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8K
|
-$627K
|
-132,866
|
-97%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
+$12.8K
|
+2,705
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5K
|
–
|
–
|
–
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$207
|
+44
|
+3%
|
|
|
12
|
|
$3K
|
+$5.66K
|
+1,200
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$519
|
-110
|
-14%
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
17
|
|
$1K
|
-$9.43K
|
-2,000
|
-83%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Group One Trading
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
+$61
|
+13
|
+3%
|
|
|
21
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1K
|
+$1.07K
|
+227
|
New
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1K
|
+$2.59K
|
+550
|
New
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$510K
|
-81,300
|
Closed
|
|
|
24
|
Tocqueville Asset Management
New York
|
–
|
-$251K
|
-40,000
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$132K
|
-21,097
|
Closed
|
|
