|
1
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
+$329K
|
+12,173
|
+30%
|
|
|
2
|
InterOcean Capital
Chicago,
Illinois
|
$1.42M
|
-$46.8K
|
-1,731
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
-$716K
|
-26,494
|
-36%
|
|
|
4
|
Guild Investment Management
Los Angeles,
California
|
$1.09M
|
+$1.08M
|
+40,000
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$986K
|
+$316K
|
+11,699
|
+48%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$465K
|
-$706K
|
-26,128
|
-60%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$451K
|
+$446K
|
+16,490
|
New
|
|
|
8
|
|
$434K
|
-$537K
|
-19,884
|
-56%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$364K
|
–
|
–
|
–
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$256K
|
+$254K
|
+9,400
|
New
|
|
|
11
|
|
$49K
|
–
|
–
|
–
|
|
|
12
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$32K
|
–
|
–
|
–
|
|
|
13
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5K
|
+$5.4K
|
+200
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
+$5.4K
|
+200
|
New
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$540
|
+20
|
New
|
|
|
17
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
–
|
-$1.1M
|
-40,420
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$36K
|
-1,336
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$16K
|
-570
|
Closed
|
|
|
20
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
–
|
-$7.76K
|
-285
|
Closed
|
|
