|
1
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$8.14M
|
–
|
–
|
–
|
|
|
2
|
|
$4.37M
|
+$985K
|
+14,723
|
+30%
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.99M
|
–
|
–
|
–
|
|
|
4
|
Roundview Capital
Princeton,
New Jersey
|
$1.56M
|
-$79.9K
|
-1,195
|
-5%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.48M
|
+$888K
|
+13,283
|
+156%
|
|
|
6
|
|
$781K
|
-$161K
|
-2,403
|
-17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$612K
|
-$126K
|
-1,884
|
-17%
|
|
|
8
|
Meridian Investment Counsel
Lafayette,
California
|
$512K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$497K
|
+$491K
|
+7,338
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$383K
|
-$2.7M
|
-40,315
|
-88%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$293K
|
+$50.4K
|
+753
|
+21%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$291K
|
-$5.02K
|
-75
|
-2%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$135K
|
-$201
|
-3
|
-0.2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$114K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$51K
|
-$20.7K
|
-310
|
-29%
|
|
|
17
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$47K
|
–
|
–
|
–
|
|
|
18
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$47K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
+$134
|
+2
|
+0.3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37K
|
+$37K
|
+553
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
23
|
Concert Wealth Management
San Jose,
California
|
$8K
|
+$8.23K
|
+123
|
New
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Smart Portfolios LLC
Seattle,
Washington
|
–
|
-$158K
|
-2,504
|
Closed
|
|
