|
1
|
|
$86.4M
|
+$13.1M
|
+259,385
|
+18%
|
|
|
2
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$12.1M
|
+$2.85M
|
+56,549
|
+31%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$8.15M
|
+$8.19M
|
+162,729
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.78M
|
+$1.79M
|
+35,500
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$1.48M
|
+29,364
|
New
|
|
|
6
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.22M
|
+$1.22M
|
+24,287
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
-$242K
|
-4,807
|
-17%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$802K
|
-$8.88M
|
-176,330
|
-92%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$373K
|
-$1.11M
|
-22,055
|
-75%
|
|
|
10
|
FSC Wealth Advisors
Fishkill,
New York
|
$312K
|
+$313K
|
+6,225
|
New
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$274K
|
+$276K
|
+5,473
|
New
|
|
|
12
|
|
$225K
|
-$523K
|
-10,388
|
-70%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.7K
|
–
|
–
|
–
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$12.7K
|
+$12.8K
|
+254
|
New
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$11.5K
|
+$11.6K
|
+230
|
New
|
|
|
16
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6.76K
|
+$6.8K
|
+135
|
New
|
|
|
17
|
Texas Permanent School Fund
Austin,
Texas
|
–
|
-$706M
|
-14,049,833
|
Closed
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$4.95M
|
-98,500
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.01M
|
-20,041
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$331K
|
-6,574
|
Closed
|
|
|
21
|
Penserra Capital Management
Orinda,
California
|
–
|
-$8K
|
-157
|
Closed
|
|
