|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$6.24M
|
+$844K
|
+53,165
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$933K
|
-$10.7K
|
-671
|
-1%
|
|
|
3
|
Wolverine Asset Management
Chicago,
Illinois
|
$837K
|
-$62.4K
|
-3,932
|
-7%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$356K
|
+$87.8K
|
+5,528
|
+32%
|
|
|
5
|
|
$254K
|
-$2.48K
|
-156
|
-1%
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$218K
|
+$221K
|
+13,947
|
New
|
|
|
7
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$206K
|
–
|
–
|
–
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$173K
|
–
|
–
|
–
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$172K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$163K
|
-$30.4K
|
-1,914
|
-16%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$148K
|
+$21.2K
|
+1,334
|
+17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$140K
|
+$603
|
+38
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$129K
|
+$1.43K
|
+90
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$103K
|
+$88.3K
|
+5,559
|
+541%
|
|
|
15
|
Landscape Capital Management
Englewood,
New Jersey
|
$99K
|
+$100K
|
+6,301
|
New
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$88K
|
–
|
–
|
–
|
|
|
17
|
Shaker Financial Services
Arlington,
Virginia
|
$77K
|
+$78.4K
|
+4,937
|
New
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$42K
|
–
|
–
|
–
|
|
|
19
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$35K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
+$9.16K
|
+577
|
New
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$263K
|
-16,007
|
Closed
|
|
