|
1
|
|
$4.66M
|
+$1.61M
|
+34,642
|
+51%
|
|
|
2
|
|
$3.86M
|
-$152K
|
-3,279
|
-4%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
+$487K
|
+10,500
|
+43%
|
|
|
4
|
Bluefin Capital Management
New York
|
$1.18M
|
-$547K
|
-11,795
|
-31%
|
|
|
5
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$430K
|
-$79.4K
|
-1,713
|
-15%
|
|
|
6
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$314K
|
-$8.57K
|
-185
|
-3%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$244K
|
-$4.63K
|
-100
|
-2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$89K
|
–
|
–
|
–
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$32K
|
+$11.3K
|
+244
|
+52%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
+$93
|
+2
|
+0.5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$79.6K
|
-1,717
|
-89%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
14
|
Gupta Wealth Management
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
16
|
Two Sigma Securities
New York
|
–
|
-$240K
|
-5,161
|
Closed
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
–
|
-$215K
|
-4,630
|
Closed
|
|
|
18
|
EFG Asset Management (Americas)
Miami,
Florida
|
–
|
-$27K
|
-578
|
Closed
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
–
|
-$18K
|
-397
|
Closed
|
|
|
20
|
Apriem Advisors
Irvine,
California
|
–
|
-$5K
|
-117
|
Closed
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4K
|
-92
|
Closed
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$4K
|
-83
|
Closed
|
|
|
23
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$2K
|
-54
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
+$139
|
+3
|
New
|
|
