|
1
|
WESCAP Management Group
Glendale,
California
|
$4.34M
|
-$2.43M
|
-87,816
|
-36%
|
|
|
2
|
|
$2.61M
|
+$1.37M
|
+49,700
|
+108%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.35M
|
+$164K
|
+5,912
|
+14%
|
|
|
4
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.25M
|
+$83.6K
|
+3,022
|
+7%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$903K
|
–
|
–
|
–
|
|
|
6
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$741K
|
+$752K
|
+27,185
|
New
|
|
|
7
|
International Assets Investment Management
Orlando,
Florida
|
$697K
|
+$353K
|
+12,778
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$357K
|
-$1.42M
|
-51,444
|
-80%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$333K
|
-$27.7K
|
-1,001
|
-8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$318K
|
-$410K
|
-14,836
|
-56%
|
|
|
11
|
|
$256K
|
-$62.3K
|
-2,251
|
-19%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$250K
|
-$263K
|
-9,512
|
-51%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$233K
|
-$21.7K
|
-784
|
-8%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$215K
|
-$123K
|
-4,461
|
-36%
|
|
|
15
|
Private Capital Group
West Hartford,
Connecticut
|
$126K
|
-$21.2K
|
-767
|
-14%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$102K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$69K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$55K
|
-$27.7K
|
-1,000
|
-33%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
20
|
Eudaimonia Partners
Winchester,
Tennessee
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$22K
|
+$22.8K
|
+823
|
New
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
23
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$19K
|
+$111
|
+4
|
+0.6%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$12K
|
+$12.1K
|
+438
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
