|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$21.5M
|
+$1.11M
|
+32,880
|
+5%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.2M
|
-$29.7K
|
-878
|
-0.9%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$1.41M
|
+$1.44M
|
+42,592
|
New
|
|
|
4
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
5
|
|
$660K
|
-$422K
|
-12,474
|
-38%
|
|
|
6
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$506K
|
+$7.07K
|
+209
|
+1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$474K
|
-$409K
|
-12,084
|
-46%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$467K
|
+$202K
|
+5,975
|
+73%
|
|
|
9
|
|
$426K
|
+$436K
|
+12,895
|
New
|
|
|
10
|
Berkeley Inc
Boise,
Idaho
|
$417K
|
+$427K
|
+12,624
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$368K
|
–
|
–
|
–
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$223K
|
+$229K
|
+6,753
|
New
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$127K
|
–
|
–
|
–
|
|
|
14
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$85K
|
+$86.6K
|
+2,560
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$71K
|
-$812
|
-24
|
-1%
|
|
|
16
|
|
$33K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$33K
|
–
|
–
|
–
|
|
|
18
|
4Thought Financial Group
Syosset,
New York
|
$28.5K
|
+$237
|
+7
|
+0.8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2K
|
-$508
|
-15
|
-4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.73K
|
-$57.6K
|
-1,703
|
-88%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4.06K
|
–
|
–
|
–
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$132
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$271K
|
-8,041
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$34
|
-1
|
Closed
|
|
