|
1
|
Lenox Wealth Advisors
New York
|
$20.8M
|
-$1.07M
|
-54,532
|
-5%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.98M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.58M
|
-$93.8K
|
-4,768
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$906K
|
+46,032
|
+365%
|
|
|
5
|
|
$975K
|
+$1.06M
|
+53,801
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$879K
|
-$382K
|
-19,416
|
-29%
|
|
|
7
|
|
$823K
|
+$391K
|
+19,889
|
+78%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$631K
|
+$548K
|
+27,875
|
+403%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$587K
|
+$637K
|
+32,358
|
New
|
|
|
10
|
Oppenheimer & Co
New York
|
$584K
|
-$13K
|
-663
|
-2%
|
|
|
11
|
Torch Wealth Management
Cincinnati,
Ohio
|
$459K
|
–
|
–
|
–
|
|
|
12
|
|
$347K
|
-$56.5K
|
-2,872
|
-13%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$344K
|
-$43.2K
|
-2,198
|
-10%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$273K
|
+$296K
|
+15,050
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$225K
|
+$244K
|
+12,393
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$194K
|
-$231K
|
-11,754
|
-52%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18K
|
+$19.7K
|
+1,000
|
New
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$2.72K
|
+$2.95K
|
+150
|
New
|
|
|
22
|
Virtu KCG Holdings
New York
|
–
|
-$444K
|
-23,140
|
Closed
|
|
|
23
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$11K
|
-600
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4K
|
-196
|
Closed
|
|
