|
1
|
WESCAP Management Group
Glendale,
California
|
$3.39M
|
-$98.9K
|
-2,521
|
-3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$1.52M
|
-$13.7K
|
-350
|
-0.9%
|
|
|
3
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.25M
|
–
|
–
|
–
|
|
|
4
|
Berkeley Inc
Boise,
Idaho
|
$1.09M
|
+$48.2K
|
+1,228
|
+4%
|
|
|
5
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$604K
|
+$52.3K
|
+1,335
|
+9%
|
|
|
6
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$577K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$400K
|
-$36.3K
|
-925
|
-8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$382K
|
-$121K
|
-3,093
|
-23%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
10
|
|
$208K
|
-$104K
|
-2,643
|
-32%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$139K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$71.7K
|
+$1.88K
|
+48
|
+3%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$37.7K
|
–
|
–
|
–
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$37.7K
|
+$39.2K
|
+1,000
|
New
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$29.3K
|
-$78
|
-2
|
-0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.1K
|
+$11.8K
|
+300
|
+88%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$8.74K
|
+$9.1K
|
+232
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$4.63K
|
–
|
–
|
–
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$151
|
–
|
–
|
–
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$525K
|
-13,640
|
Closed
|
|
|
22
|
|
–
|
-$223K
|
-5,797
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$9.11K
|
-237
|
Closed
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$1.08K
|
-28
|
Closed
|
|
