|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
-$465K
|
-19,758
|
-18%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.14M
|
+$20K
|
+849
|
+2%
|
|
|
4
|
|
$1.03M
|
+$1.02M
|
+43,452
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$863K
|
-$132K
|
-5,614
|
-13%
|
|
|
6
|
|
$849K
|
-$61.2K
|
-2,599
|
-7%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$819K
|
+$641K
|
+27,259
|
+381%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$810K
|
+$801K
|
+34,029
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$241K
|
–
|
–
|
–
|
|
|
10
|
Asset Management Group
Stamford,
Connecticut
|
$237K
|
-$865K
|
-36,773
|
-79%
|
|
|
11
|
|
$187K
|
+$99.5K
|
+4,230
|
+117%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$131K
|
+$130K
|
+5,525
|
New
|
|
|
13
|
American Portfolios Advisors
Holbrook,
New York
|
$72.2K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
-$932K
|
-39,617
|
-97%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$13K
|
+$8.38K
|
+356
|
+178%
|
|
|
16
|
|
$6K
|
–
|
–
|
–
|
|
|
17
|
|
$6K
|
+$6.14K
|
+261
|
New
|
|
|
18
|
Two Sigma Securities
New York
|
–
|
-$236K
|
-10,025
|
Closed
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$208K
|
-8,843
|
Closed
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
–
|
-$130K
|
-5,525
|
Closed
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
–
|
-$128K
|
-5,444
|
Closed
|
|
|
22
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$28K
|
-1,200
|
Closed
|
|
