|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.8M
|
+$4.58M
|
+186,372
|
+110%
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.6M
|
-$1.06M
|
-43,140
|
-12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.22M
|
+$1.42M
|
+57,636
|
+38%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$4.99M
|
+$1.13M
|
+45,972
|
+29%
|
|
|
5
|
BlackRock Fund Advisors
San Francisco,
California
|
$3.19M
|
–
|
–
|
–
|
|
|
6
|
Virtu KCG Holdings
New York
|
$1.06M
|
+$278K
|
+11,304
|
+36%
|
|
|
7
|
|
$862K
|
-$294K
|
-11,972
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$517K
|
-$139K
|
-5,652
|
-21%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$261K
|
+$61.7K
|
+2,508
|
+31%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$206K
|
+$205K
|
+8,328
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$107K
|
+$62K
|
+2,520
|
+141%
|
|
|
12
|
Managed Account Advisors
Jersey City,
New Jersey
|
$55K
|
+$54.2K
|
+2,204
|
New
|
|
|
13
|
|
$5K
|
+$5.12K
|
+208
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.75M
|
-72,508
|
Closed
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
-$5K
|
-200
|
Closed
|
|
