|
1
|
Old Mission Capital
Chicago,
Illinois
|
$3.47M
|
+$1.31M
|
+56,028
|
+61%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.28M
|
+$104K
|
+4,442
|
+3%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.63M
|
-$305K
|
-13,101
|
-10%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
5
|
|
$962K
|
-$1.51M
|
-64,971
|
-61%
|
|
|
6
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$643K
|
–
|
–
|
–
|
|
|
7
|
Flow Traders U.S.
New York
|
$624K
|
+$49.2K
|
+2,110
|
+9%
|
|
|
8
|
|
$602K
|
-$145K
|
-6,200
|
-19%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$546K
|
-$372K
|
-15,945
|
-41%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$527K
|
+$512K
|
+21,988
|
+4,212%
|
|
|
11
|
Quantinno Capital Management
New York
|
$376K
|
+$15.8K
|
+680
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$317K
|
-$17.1K
|
-735
|
-5%
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$86.3K
|
-$15.5K
|
-666
|
-15%
|
|
|
15
|
Orion Capital Management
Coronado,
California
|
$64.2K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$23
|
-1
|
Closed
|
|
