|
1
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.22M
|
-$850
|
-30
|
-0%
|
|
|
2
|
Opes Wealth Management
Menlo Park,
California
|
$877K
|
+$299K
|
+10,545
|
+48%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$795K
|
+$365K
|
+12,868
|
+78%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$750K
|
-$32K
|
-1,128
|
-4%
|
|
|
5
|
|
$651K
|
-$465K
|
-16,418
|
-41%
|
|
|
6
|
|
$622K
|
+$652K
|
+23,026
|
New
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$584K
|
-$150K
|
-5,300
|
-20%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$488K
|
+$80.7K
|
+2,847
|
+19%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$353K
|
-$344K
|
-12,141
|
-48%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$320K
|
-$24.7K
|
-873
|
-7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$243K
|
+$242K
|
+8,559
|
+1,945%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$207K
|
+$14K
|
+495
|
+7%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$203K
|
–
|
–
|
–
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$48.4K
|
+$255
|
+9
|
+0.5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.7K
|
–
|
–
|
–
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$21.9K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$8.73K
|
–
|
–
|
–
|
|
|
18
|
|
$2.86K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$29
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$599K
|
-21,104
|
Closed
|
|
|
21
|
Arrowroot Family Office
Marina Del Rey,
California
|
–
|
-$209K
|
-7,340
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$91K
|
-3,200
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$28
|
-1
|
Closed
|
|
