|
1
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3M
|
+$2.9M
|
+112,498
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$962K
|
+37,360
|
+249%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
+$976K
|
+37,925
|
+404%
|
|
|
4
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.15M
|
-$28.8K
|
-1,120
|
-3%
|
|
|
5
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.04M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$651K
|
+$519K
|
+20,166
|
+471%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$473K
|
+$457K
|
+17,768
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$383K
|
+$28.3K
|
+1,100
|
+8%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$250K
|
-$578K
|
-22,445
|
-71%
|
|
|
10
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$205K
|
+$199K
|
+7,717
|
New
|
|
|
11
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$80K
|
+$77.2K
|
+3,000
|
New
|
|
|
12
|
Joel Isaacson & Co
New York
|
$71K
|
–
|
–
|
–
|
|
|
13
|
|
$67K
|
+$5.66K
|
+220
|
+10%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
15
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$25.4K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
+$2.96K
|
+115
|
+20%
|
|
|
17
|
Schroder Investment Management Group
London,
United Kingdom
|
$17K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$13K
|
+$12.9K
|
+500
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$4.71K
|
+183
|
New
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$5K
|
+$5.15K
|
+200
|
New
|
|
|
22
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$1.57M
|
-61,129
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.49M
|
-57,768
|
Closed
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$103K
|
-4,000
|
Closed
|
|
