|
1
|
Siena Capital Partners
Chicago,
Illinois
|
$5.22M
|
+$46.4K
|
+2,444
|
+0.9%
|
|
|
2
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.89M
|
–
|
–
|
–
|
|
|
3
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.76M
|
-$203K
|
-10,658
|
-10%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.28M
|
+$30K
|
+1,577
|
+2%
|
|
|
5
|
Southside Capital
Miami Beach,
Florida
|
$1.1M
|
+$90.8K
|
+4,778
|
+9%
|
|
|
6
|
Cutler Capital Management
Worcester,
Massachusetts
|
$732K
|
+$95
|
+5
|
+0%
|
|
|
7
|
Millennium Management
New York
|
$648K
|
-$97.8K
|
-5,146
|
-13%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$531K
|
+$550K
|
+28,964
|
New
|
|
|
9
|
|
$479K
|
-$33.5K
|
-1,765
|
-6%
|
|
|
10
|
Banc Funds Company
Chicago,
Illinois
|
$445K
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$357K
|
–
|
–
|
–
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$287K
|
+$32.3K
|
+1,700
|
+12%
|
|
|
13
|
|
$206K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$80K
|
–
|
–
|
–
|
|
|
15
|
|
$17K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$5.28K
|
+278
|
New
|
|
|
17
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1K
|
-$190
|
-10
|
-23%
|
|
|
19
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$1.37M
|
-67,400
|
Closed
|
|
|
20
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$12K
|
-605
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
-$1K
|
-26
|
Closed
|
|
|
22
|
Barclays
London,
United Kingdom
|
–
|
+$95
|
+5
|
New
|
|
