|
1
|
Credit Suisse
Zurich,
Switzerland
|
$7.03M
|
+$8.82M
|
+300,000
|
New
|
|
|
2
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.46M
|
-$1.77M
|
-60,203
|
-21%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.65M
|
-$111K
|
-3,792
|
-2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$3.6M
|
+$4.51M
|
+153,409
|
New
|
|
|
5
|
|
$2.19M
|
+$635K
|
+21,585
|
+30%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$837K
|
-$5.55M
|
-188,883
|
-84%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$627K
|
+$29.4K
|
+1,000
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$609K
|
-$109K
|
-3,717
|
-13%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$465K
|
+$171K
|
+5,825
|
+42%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$379K
|
+$475K
|
+16,174
|
New
|
|
|
11
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$321K
|
+$403K
|
+13,701
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
+$103K
|
+3,493
|
New
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$70K
|
+$73.5K
|
+2,500
|
+500%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$40K
|
+$29
|
+1
|
+0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$34.4K
|
+1,170
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$26K
|
+$32.5K
|
+1,104
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
+$23.3K
|
+792
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
-$188K
|
-6,400
|
-99%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$382K
|
-11,643
|
Closed
|
|
|
21
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
–
|
-$323K
|
-9,847
|
Closed
|
|
|
22
|
Bank of New York Mellon
New York
|
–
|
-$260K
|
-7,944
|
Closed
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$220K
|
-6,686
|
Closed
|
|
|
24
|
Smart Money Group
Eastland,
Texas
|
–
|
-$219K
|
-6,679
|
Closed
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
–
|
-$206K
|
-6,285
|
Closed
|
|
