|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$18.8M
|
+$18.8M
|
+554,751
|
New
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.48M
|
-$205K
|
-6,047
|
-6%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.43M
|
-$98.5K
|
-2,900
|
-6%
|
|
|
4
|
|
$1.32M
|
+$246K
|
+7,254
|
+23%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.12M
|
–
|
–
|
–
|
|
|
6
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$541K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$467K
|
+$469K
|
+13,806
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$408K
|
+$3.87K
|
+114
|
+1%
|
|
|
9
|
|
$301K
|
-$5.03M
|
-148,037
|
-94%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$204K
|
-$25.7K
|
-756
|
-11%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$135K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$74.1K
|
-$18.6K
|
-547
|
-20%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$66.5K
|
+$66.8K
|
+1,967
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$65.6K
|
–
|
–
|
–
|
|
|
15
|
|
$33.9K
|
+$34K
|
+1,000
|
New
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$33.9K
|
–
|
–
|
–
|
|
|
17
|
4Thought Financial Group
Syosset,
New York
|
$30.7K
|
-$1.16K
|
-34
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$883
|
-26
|
-6%
|
|
|
19
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$12.1K
|
+$12.1K
|
+356
|
New
|
|
|
20
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$7.08K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4.16K
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.53K
|
+$136
|
+4
|
+4%
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$135
|
–
|
–
|
–
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.04M
|
-33,291
|
Closed
|
|
|
25
|
Rockefeller Capital Management
New York
|
–
|
-$117K
|
-3,763
|
Closed
|
|
