|
1
|
Lenox Wealth Advisors
New York
|
$23M
|
+$909K
|
+48,360
|
+4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.09M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
+$215K
|
+11,421
|
+14%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
-$118K
|
-6,295
|
-8%
|
|
|
5
|
Oppenheimer & Co
New York
|
$630K
|
+$618K
|
+32,854
|
New
|
|
|
6
|
|
$490K
|
-$107K
|
-5,668
|
-18%
|
|
|
7
|
Torch Wealth Management
Cincinnati,
Ohio
|
$486K
|
-$3.76K
|
-200
|
-0.8%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$444K
|
-$378K
|
-20,121
|
-47%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$431K
|
+$338K
|
+17,959
|
+402%
|
|
|
10
|
|
$422K
|
+$414K
|
+22,004
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$407K
|
-$2.1M
|
-111,663
|
-84%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$242K
|
-$91.4K
|
-4,863
|
-28%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$133K
|
-$28.4K
|
-1,510
|
-18%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
-$9.7K
|
-516
|
-24%
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$11K
|
+$11.3K
|
+600
|
New
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
-$2.35K
|
-125
|
-29%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
+$282
|
+15
|
+8%
|
|
|
19
|
Gruss & Co
West Palm Beach,
Florida
|
–
|
-$462K
|
-25,000
|
Closed
|
|
|
20
|
|
–
|
-$348K
|
-18,871
|
Closed
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$239K
|
-12,962
|
Closed
|
|
|
22
|
American International Group
New York
|
–
|
-$55.1K
|
-2,987
|
Closed
|
|
|
23
|
WFG Advisors
Dallas,
Texas
|
–
|
-$9K
|
-500
|
Closed
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$1K
|
-25
|
Closed
|
|
