|
1
|
Harvest Capital Management
Concord,
New Hampshire
|
$11.9M
|
+$11.6M
|
+345,150
|
New
|
|
|
2
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.97M
|
+$269K
|
+8,031
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.22M
|
+$120K
|
+3,567
|
+3%
|
|
|
4
|
|
$4.08M
|
+$315K
|
+9,388
|
+9%
|
|
|
5
|
|
$1.64M
|
+$425K
|
+12,671
|
+36%
|
|
|
6
|
|
$1.17M
|
+$74.9K
|
+2,234
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
+$46.9K
|
+1,400
|
+5%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$635K
|
+$11.3K
|
+338
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$449K
|
-$1.05M
|
-31,306
|
-71%
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$314K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$271K
|
-$254K
|
-7,591
|
-49%
|
|
|
12
|
|
$204K
|
-$784K
|
-23,391
|
-80%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198K
|
–
|
–
|
–
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$100K
|
+$62.4K
|
+1,861
|
+180%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41K
|
+$40.3K
|
+1,202
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
17
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$19K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$17K
|
-528
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$10.2K
|
-303
|
-98%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$9K
|
-280
|
Closed
|
|
