|
1
|
Pettee Investors
Rowayton,
Connecticut
|
$7.35M
|
–
|
–
|
–
|
|
|
2
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$2.29M
|
+$36.8K
|
+830
|
+2%
|
|
|
3
|
|
$689K
|
-$1.55K
|
-35
|
-0.2%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$348K
|
+$6.03K
|
+136
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$348K
|
+$25.8K
|
+581
|
+9%
|
|
|
6
|
Zhang Financial
Portage,
Michigan
|
$274K
|
+$1.64K
|
+37
|
+0.6%
|
|
|
7
|
Concurrent Investment Advisors
Tampa,
Florida
|
$250K
|
-$48.8K
|
-1,101
|
-17%
|
|
|
8
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$215K
|
+$200K
|
+4,500
|
New
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
10
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$48.8K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$13.6K
|
-$43.3K
|
-977
|
-77%
|
|
|
12
|
St. Johns Investment Management
Jacksonville,
Florida
|
$6.45K
|
–
|
–
|
–
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$6.45K
|
+$44
|
+1
|
+0.7%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.3K
|
+$44
|
+1
|
+1%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$239
|
–
|
–
|
–
|
|
|
16
|
|
$52
|
-$54K
|
-1,218
|
-100%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
18
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$54.3K
|
-3,432
|
Closed
|
|
