|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.1M
|
+$6.52M
|
+128,289
|
+17%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$25.5M
|
–
|
–
|
–
|
|
|
3
|
|
$7.81M
|
-$2.38M
|
-46,791
|
-23%
|
|
|
4
|
Barclays
London,
United Kingdom
|
$5.1M
|
–
|
–
|
–
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.1M
|
–
|
–
|
–
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$3.35M
|
+$3.34M
|
+65,694
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.76M
|
+$2.75M
|
+54,088
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$828K
|
-$237K
|
-4,662
|
-22%
|
|
|
9
|
Collective Family Office
York,
Pennsylvania
|
$641K
|
+$639K
|
+12,577
|
New
|
|
|
10
|
Flow Traders U.S.
New York
|
$440K
|
+$439K
|
+8,637
|
New
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$400K
|
+$399K
|
+7,856
|
New
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$364K
|
+$363K
|
+7,139
|
New
|
|
|
13
|
|
$304K
|
-$96.6K
|
-1,901
|
-24%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$255K
|
+$254K
|
+5,000
|
New
|
|
|
15
|
Realta Investment Advisors
Wilmington,
Delaware
|
$245K
|
+$28.4K
|
+560
|
+13%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.7K
|
+$20.4K
|
+401
|
+200%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
-$4.75M
|
-93,560
|
-100%
|
|
|
18
|
|
–
|
-$15.2M
|
-300,000
|
Closed
|
|
|
19
|
|
–
|
-$8.18M
|
-161,918
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.08K
|
-140
|
Closed
|
|
