|
1
|
WESCAP Management Group
Glendale,
California
|
$4.17M
|
-$148K
|
-4,569
|
-4%
|
|
|
2
|
|
$2.24M
|
+$360K
|
+11,101
|
+20%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$63.3K
|
+1,950
|
+6%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
-$136K
|
-4,199
|
-11%
|
|
|
6
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
7
|
Flow Traders U.S.
New York
|
$755K
|
+$422K
|
+13,011
|
+141%
|
|
|
8
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$680K
|
-$13.4K
|
-412
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$366K
|
+$21.4K
|
+661
|
+7%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$338K
|
+$323K
|
+9,943
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$332K
|
-$9.35K
|
-288
|
-3%
|
|
|
12
|
|
$294K
|
+$3.76K
|
+116
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$281K
|
-$21.4K
|
-660
|
-7%
|
|
|
14
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
15
|
Private Capital Group
West Hartford,
Connecticut
|
$157K
|
–
|
–
|
–
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$127K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$111K
|
+$102K
|
+3,143
|
+2,555%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$86K
|
–
|
–
|
–
|
|
|
19
|
4Thought Financial Group
Syosset,
New York
|
$72K
|
+$68.6K
|
+2,114
|
New
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$34K
|
–
|
–
|
–
|
|
|
21
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$29K
|
+$26.7K
|
+823
|
New
|
|
|
22
|
Eudaimonia Partners
Winchester,
Tennessee
|
$27K
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$4.77K
|
+147
|
+44%
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$16K
|
+$15K
|
+461
|
New
|
|
