|
1
|
|
$4.9M
|
+$4.03M
|
+132,206
|
+535%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.4M
|
-$172K
|
-5,654
|
-5%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.41M
|
-$10K
|
-329
|
-0.7%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.04M
|
+$670K
|
+22,009
|
+195%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.03M
|
–
|
–
|
–
|
|
|
6
|
|
$987K
|
+$789K
|
+25,916
|
+455%
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$499K
|
-$34.1K
|
-1,121
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$373K
|
-$13.7K
|
-451
|
-4%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$212K
|
+$207K
|
+6,786
|
New
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$125K
|
-$7.61K
|
-250
|
-6%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$117K
|
+$108K
|
+3,552
|
+1,683%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$85.4K
|
-$185K
|
-6,068
|
-69%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$60.5K
|
–
|
–
|
–
|
|
|
14
|
Activest Wealth Management
Aventure,
Florida
|
$57.2K
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$31.2K
|
–
|
–
|
–
|
|
|
16
|
4Thought Financial Group
Syosset,
New York
|
$29K
|
-$8.28K
|
-272
|
-22%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$6.52K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$3.84K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.03K
|
+$2.92K
|
+96
|
New
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$125
|
-$579
|
-19
|
-83%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$886K
|
-32,291
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$632K
|
-23,037
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$27K
|
-992
|
Closed
|
|
