|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$1.49M
|
+43,736
|
+6%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.63M
|
-$232K
|
-6,819
|
-5%
|
|
|
3
|
|
$1.66M
|
-$396K
|
-11,630
|
-18%
|
|
|
4
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.4M
|
–
|
–
|
–
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.13M
|
-$131K
|
-3,831
|
-9%
|
|
|
6
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$527K
|
–
|
–
|
–
|
|
|
8
|
|
$467K
|
+$517K
|
+15,179
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$376K
|
-$37.7K
|
-1,108
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$295K
|
+$68
|
+2
|
+0%
|
|
|
11
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$237K
|
+$2.73K
|
+80
|
+1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
+$2.62K
|
+77
|
+1%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$131K
|
-$17K
|
-500
|
-11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$63K
|
-$16.8K
|
-494
|
-20%
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$37K
|
+$2.59K
|
+76
|
+7%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$31K
|
–
|
–
|
–
|
|
|
17
|
Private Capital Group
West Hartford,
Connecticut
|
$24K
|
-$55.2K
|
-1,620
|
-68%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2K
|
+$2.35K
|
+69
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$314K
|
-9,075
|
Closed
|
|
