|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.9M
|
-$38.3K
|
-1,668
|
-0.7%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.61M
|
-$252K
|
-10,960
|
-7%
|
|
|
3
|
|
$2.22M
|
-$417K
|
-18,141
|
-17%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$968K
|
-$54.1K
|
-2,352
|
-6%
|
|
|
6
|
|
$881K
|
-$53.2K
|
-2,315
|
-6%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$466K
|
+$156K
|
+6,771
|
+56%
|
|
|
8
|
Quantinno Capital Management
New York
|
$381K
|
+$353K
|
+15,377
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$346K
|
+$40.8K
|
+1,775
|
+15%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$306K
|
-$214K
|
-9,312
|
-43%
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
12
|
Flow Traders U.S.
New York
|
$229K
|
+$213K
|
+9,258
|
New
|
|
|
13
|
SOL Capital Management
Rockville,
Maryland
|
$209K
|
-$59.8K
|
-2,600
|
-24%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.3K
|
+$16.1K
|
+700
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$12.9K
|
–
|
–
|
–
|
|
|
16
|
|
$32
|
-$23
|
-1
|
-50%
|
|
|
17
|
Orion Capital Management
Coronado,
California
|
–
|
-$62.3K
|
-2,741
|
Closed
|
|
