|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$7.33M
|
+$842K
|
+53,166
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.05M
|
+$86K
|
+5,428
|
+9%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$533K
|
+$302K
|
+19,036
|
+136%
|
|
|
4
|
Wolverine Asset Management
Chicago,
Illinois
|
$264K
|
-$589K
|
-37,181
|
-70%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$215K
|
-$150K
|
-9,484
|
-42%
|
|
|
6
|
First Allied Advisory Services
San Diego,
California
|
$215K
|
+$211K
|
+13,292
|
New
|
|
|
7
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$214K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$182K
|
+$13.4K
|
+845
|
+8%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$179K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$179K
|
–
|
–
|
–
|
|
|
11
|
Landscape Capital Management
Englewood,
New Jersey
|
$165K
|
+$60.9K
|
+3,846
|
+61%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$152K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$138K
|
-$6.81K
|
-430
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$115K
|
-$17.5K
|
-1,107
|
-13%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$91K
|
–
|
–
|
–
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$80K
|
–
|
–
|
–
|
|
|
17
|
|
$76K
|
-$183K
|
-11,567
|
-71%
|
|
|
18
|
|
$60K
|
+$58.9K
|
+3,718
|
New
|
|
|
19
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$36K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$29K
|
-$76.3K
|
-4,818
|
-73%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
+$5.2K
|
+328
|
New
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$42K
|
-2,667
|
Closed
|
|
