|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$20.8M
|
+$2.14M
|
+62,545
|
+11%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.29M
|
-$176K
|
-5,152
|
-5%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
4
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.11M
|
–
|
–
|
–
|
|
|
5
|
|
$1.09M
|
-$219K
|
-6,405
|
-16%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$890K
|
+$905K
|
+26,440
|
New
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$509K
|
-$29.7K
|
-867
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$375K
|
-$31.1K
|
-909
|
-8%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$274K
|
+$279K
|
+8,157
|
New
|
|
|
10
|
Flow Traders U.S.
New York
|
$271K
|
+$275K
|
+8,041
|
New
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$130K
|
-$5.13K
|
-150
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$73.1K
|
-$513
|
-15
|
-0.7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$65.2K
|
–
|
–
|
–
|
|
|
14
|
|
$33.6K
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$33.6K
|
–
|
–
|
–
|
|
|
16
|
4Thought Financial Group
Syosset,
New York
|
$28.8K
|
-$1.78K
|
-52
|
-6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9K
|
-$55.2K
|
-1,612
|
-82%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$4.14K
|
–
|
–
|
–
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$135
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$34
|
+$34
|
+1
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$467K
|
-13,806
|
Closed
|
|
|
23
|
|
–
|
-$301K
|
-8,884
|
Closed
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$204K
|
-6,030
|
Closed
|
|
|
25
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
–
|
-$7.08K
|
-209
|
Closed
|
|
