|
1
|
|
$17.8M
|
+$6.12M
|
+175,000
|
+54%
|
|
|
2
|
FullCircle Wealth
Dallas,
Texas
|
$3.23M
|
-$154K
|
-4,393
|
-4%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.66M
|
-$20.4K
|
-584
|
-1%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$1.11M
|
+31,682
|
New
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.01M
|
+$107K
|
+3,062
|
+12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$731K
|
–
|
–
|
–
|
|
|
7
|
|
$455K
|
+$447K
|
+12,792
|
New
|
|
|
8
|
Worth Asset Management
Dallas,
Texas
|
$315K
|
+$310K
|
+8,850
|
New
|
|
|
9
|
|
$315K
|
+$309K
|
+8,845
|
New
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$220K
|
+$9.72K
|
+278
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$144K
|
+$142K
|
+4,050
|
New
|
|
|
12
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.62K
|
+$2.48K
|
+71
|
+62%
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$640
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$36
|
-$192K
|
-5,481
|
-100%
|
|
|
15
|
Flow Traders U.S.
New York
|
–
|
-$840K
|
-24,246
|
Closed
|
|
|
16
|
|
–
|
-$345K
|
-9,965
|
Closed
|
|
