|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.08M
|
-$245K
|
-10,220
|
-7%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.85M
|
-$2.7M
|
-112,883
|
-47%
|
|
|
3
|
|
$2.41M
|
+$394K
|
+16,480
|
+18%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.1M
|
+$1.76M
|
+73,446
|
+390%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
6
|
|
$725K
|
-$86.8K
|
-3,625
|
-10%
|
|
|
7
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$623K
|
+$657K
|
+27,437
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$557K
|
+$366K
|
+15,276
|
+165%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$530K
|
+$5.03K
|
+210
|
+0.5%
|
|
|
10
|
Quantinno Capital Management
New York
|
$349K
|
-$191
|
-8
|
-0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$325K
|
+$7.78K
|
+325
|
+2%
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$98.8K
|
+$87.4K
|
+3,650
|
+521%
|
|
|
14
|
Orion Capital Management
Coronado,
California
|
$62.3K
|
+$65.6K
|
+2,741
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$11.9K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$23
|
+$24
|
+1
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$306K
|
-12,188
|
Closed
|
|
|
18
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$209K
|
-8,425
|
Closed
|
|
|
19
|
|
–
|
-$32
|
-1
|
Closed
|
|
