|
1
|
WESCAP Management Group
Glendale,
California
|
$3.14M
|
-$100K
|
-3,265
|
-3%
|
|
|
2
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.24M
|
–
|
–
|
–
|
|
|
3
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$909K
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$886K
|
+$993K
|
+32,291
|
New
|
|
|
5
|
|
$678K
|
+$293K
|
+9,536
|
+63%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$632K
|
+$708K
|
+23,037
|
New
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$469K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$339K
|
+$6.03K
|
+196
|
+2%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$309K
|
-$784K
|
-25,522
|
-69%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$241K
|
-$24.3K
|
-792
|
-8%
|
|
|
11
|
|
$156K
|
-$1.49M
|
-48,330
|
-89%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$117K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$53K
|
-$3.07K
|
-100
|
-5%
|
|
|
14
|
Activest Wealth Management
Aventure,
Florida
|
$50K
|
+$56.4K
|
+1,834
|
New
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$33K
|
+$92
|
+3
|
+0.2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
-$22.6M
|
-735,273
|
-100%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$27K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$6K
|
+$6.42K
|
+209
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1K
|
-$1.41K
|
-46
|
-67%
|
|
|
23
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
–
|
-$237K
|
-7,706
|
Closed
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$219K
|
-7,105
|
Closed
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$22K
|
-708
|
Closed
|
|
