|
1
|
|
$7.99M
|
+$1.18M
|
+56,836
|
+18%
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.21M
|
+$3.09M
|
+148,525
|
+76%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$3.19M
|
+$2.48M
|
+119,190
|
+366%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.12M
|
+$2.4M
|
+115,657
|
+355%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.3M
|
+$32K
|
+1,539
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
+$576K
|
+27,726
|
+38%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$2.03M
|
+97,746
|
New
|
|
|
8
|
Raub Brock Capital Management
Larkspur,
California
|
$1.63M
|
+$202K
|
+9,730
|
+14%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.51M
|
-$35.2K
|
-1,694
|
-2%
|
|
|
10
|
|
$1.15M
|
-$768K
|
-36,935
|
-40%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$945K
|
-$35.8K
|
-1,721
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$818K
|
-$2.21M
|
-106,081
|
-73%
|
|
|
13
|
Bluefin Capital Management
New York
|
$800K
|
-$1.32M
|
-63,405
|
-63%
|
|
|
14
|
|
–
|
-$2.08M
|
-100,997
|
Closed
|
|
