|
1
|
Schroder Investment Management Group
London,
United Kingdom
|
$8.28M
|
+$1.5M
|
+21,500
|
+22%
|
|
|
2
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$7.34M
|
+$921K
|
+13,219
|
+14%
|
|
|
3
|
Roundview Capital
Princeton,
New Jersey
|
$1.79M
|
+$338K
|
+4,850
|
+23%
|
|
|
4
|
|
$1.27M
|
+$67.4K
|
+967
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.07M
|
-$126K
|
-1,812
|
-11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$738K
|
-$226K
|
-3,245
|
-24%
|
|
|
7
|
Smart Portfolios LLC
Seattle,
Washington
|
$597K
|
+$579K
|
+8,311
|
New
|
|
|
8
|
|
$596K
|
-$494K
|
-7,091
|
-46%
|
|
|
9
|
Meridian Investment Counsel
Lafayette,
California
|
$538K
|
+$24.3K
|
+349
|
+5%
|
|
|
10
|
Covington Capital Management
Los Angeles,
California
|
$359K
|
–
|
–
|
–
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$352K
|
+$349K
|
+5,010
|
New
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$337K
|
–
|
–
|
–
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$322K
|
-$558
|
-8
|
-0.2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$129K
|
+$115K
|
+1,645
|
+852%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$89K
|
+$62.5K
|
+897
|
+242%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
-$3.2M
|
-45,851
|
-98%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35K
|
+$34.9K
|
+500
|
New
|
|
|
18
|
American International Group
New York
|
$17.8K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$17K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$15K
|
+$14.9K
|
+214
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$2.72K
|
+39
|
New
|
|
|
23
|
Virtu KCG Holdings
New York
|
–
|
-$1.11M
|
-16,143
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$434K
|
-6,283
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$299K
|
-4,334
|
Closed
|
|
