|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.34M
|
+$655K
|
+27,116
|
+19%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$2.4M
|
-$1.35M
|
-55,883
|
-38%
|
|
|
3
|
|
$1.61M
|
+$503K
|
+20,806
|
+51%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.03M
|
+$395K
|
+16,351
|
+70%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1M
|
+$933K
|
+38,619
|
New
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$918K
|
-$1.86M
|
-76,977
|
-69%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$780K
|
+$398K
|
+16,468
|
+122%
|
|
|
9
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$713K
|
–
|
–
|
–
|
|
|
10
|
|
$550K
|
-$111K
|
-4,584
|
-18%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$459K
|
-$117K
|
-4,852
|
-22%
|
|
|
12
|
Quantinno Capital Management
New York
|
$425K
|
+$6.79K
|
+281
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$287K
|
+$267K
|
+11,040
|
New
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$275K
|
+$9.4K
|
+389
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$87.2K
|
-$7.97K
|
-330
|
-9%
|
|
|
16
|
Orion Capital Management
Coronado,
California
|
$71.3K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.9K
|
+$42.6K
|
+1,764
|
New
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$624K
|
-26,644
|
Closed
|
|
