|
1
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$7.66M
|
-$452K
|
-7,000
|
-6%
|
|
|
2
|
|
$3.15M
|
+$2.5M
|
+38,646
|
+346%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.94M
|
+$2.97M
|
+45,973
|
New
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.8M
|
–
|
–
|
–
|
|
|
5
|
Roundview Capital
Princeton,
New Jersey
|
$1.55M
|
–
|
–
|
–
|
|
|
6
|
|
$890K
|
-$31.2K
|
-483
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$691K
|
+$6.66K
|
+103
|
+1%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$538K
|
+$550K
|
+8,508
|
New
|
|
|
9
|
Meridian Investment Counsel
Lafayette,
California
|
$484K
|
–
|
–
|
–
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$280K
|
-$39K
|
-603
|
-12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$228K
|
+$47.7K
|
+738
|
+26%
|
|
|
12
|
Smart Portfolios LLC
Seattle,
Washington
|
$158K
|
+$162K
|
+2,504
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$128K
|
+$128K
|
+1,984
|
+19,840%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$108K
|
+$31.5K
|
+487
|
+41%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$68K
|
-$1.62K
|
-25
|
-2%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44K
|
-$5.5K
|
-85
|
-11%
|
|
|
18
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$44K
|
–
|
–
|
–
|
|
|
19
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$44K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
+$9.7K
|
+150
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$2.59K
|
+40
|
+108%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.86M
|
-29,002
|
Closed
|
|
|
25
|
Covington Capital Management
Los Angeles,
California
|
–
|
-$321K
|
-5,001
|
Closed
|
|
