|
1
|
Wells Fargo
San Francisco,
California
|
$3.09M
|
+$481K
|
+18,579
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.55M
|
+$983K
|
+37,957
|
+63%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$2.26M
|
+$1.23M
|
+47,636
|
+119%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.1M
|
+$2.1M
|
+81,092
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$1.51M
|
+58,218
|
+418%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$901K
|
+$457K
|
+17,667
|
+103%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$784K
|
+$360K
|
+13,893
|
+85%
|
|
|
8
|
Boston Advisors
Boston,
Massachusetts
|
$781K
|
+$782K
|
+30,190
|
New
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$597K
|
+$34.4K
|
+1,327
|
+6%
|
|
|
10
|
|
$574K
|
-$1.88M
|
-72,430
|
-77%
|
|
|
11
|
|
$334K
|
+$263K
|
+10,156
|
+367%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$270K
|
+$10.3K
|
+397
|
+4%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$268K
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$217K
|
+$217K
|
+8,400
|
New
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$200K
|
+$201K
|
+7,747
|
New
|
|
|
17
|
Trust Company
Manhattan,
Kansas
|
$94K
|
+$94.5K
|
+3,650
|
New
|
|
|
18
|
American International Group
New York
|
$61K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$16K
|
+$5.2K
|
+201
|
+50%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
+$2.54K
|
+98
|
New
|
|
|
21
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$517K
|
-20,218
|
Closed
|
|
