|
1
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$446K
|
+$254K
|
+187,280
|
+97%
|
|
|
2
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$417K
|
+$35K
|
+25,800
|
+8%
|
|
|
3
|
MMCAP International
Grand Cayman,
Cayman Islands
|
$280K
|
-$18.8K
|
-13,846
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$123K
|
-$186K
|
-137,214
|
-57%
|
|
|
5
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$79K
|
–
|
–
|
–
|
|
|
6
|
|
$54.7K
|
+$11.7K
|
+8,607
|
+26%
|
|
|
7
|
|
$36.9K
|
-$61.9K
|
-45,602
|
-59%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$32.9K
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$26.3K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26K
|
+$30.2K
|
+22,239
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$25.9K
|
+$30.1K
|
+22,177
|
New
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.6K
|
-$1.53K
|
-1,125
|
-5%
|
|
|
13
|
Fortis Group Advisors
Westwood,
New Jersey
|
$17.7K
|
+$20.5K
|
+15,114
|
New
|
|
|
14
|
Northbridge Financial Group
Tampa,
Florida
|
$16.4K
|
-$17.7K
|
-13,072
|
-48%
|
|
|
15
|
Kelleher Financial Advisors
New York
|
$14.6K
|
+$17K
|
+12,500
|
New
|
|
|
16
|
Foguth Wealth Management
Brighton,
Michigan
|
$13.7K
|
–
|
–
|
–
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
$12.1K
|
+$14K
|
+10,300
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.5K
|
+$11K
|
+8,118
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$3.93K
|
-$591
|
-436
|
-11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1K
|
+738
|
+129%
|
|
|
21
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.17K
|
+$981
|
+723
|
New
|
|
|
22
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$212
|
+$245
|
+181
|
New
|
|
|
23
|
Group One Trading
Chicago,
Illinois
|
$174
|
-$15.9K
|
-11,712
|
-99%
|
|
|
24
|
Barclays
London,
United Kingdom
|
$117
|
–
|
–
|
–
|
|
|
25
|
|
$41
|
–
|
–
|
–
|
|
