|
1
|
WESCAP Management Group
Glendale,
California
|
$3.25M
|
-$253K
|
-6,650
|
-7%
|
|
|
2
|
Berkeley Inc
Boise,
Idaho
|
$2.3M
|
+$1.14M
|
+29,994
|
+104%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.74M
|
+$1.7M
|
+44,524
|
New
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$1.56M
|
-$12.8K
|
-337
|
-0.8%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.14M
|
-$153K
|
-4,010
|
-12%
|
|
|
6
|
|
$716K
|
+$699K
|
+18,359
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$696K
|
+$293K
|
+7,706
|
+76%
|
|
|
8
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$652K
|
+$26.3K
|
+690
|
+4%
|
|
|
9
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$598K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$515K
|
+$98.1K
|
+2,575
|
+24%
|
|
|
11
|
|
$269K
|
+$51.6K
|
+1,354
|
+24%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$144K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$75.8K
|
+$1.49K
|
+39
|
+2%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$50K
|
+$10.5K
|
+275
|
+28%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$39K
|
–
|
–
|
–
|
|
|
17
|
4Thought Financial Group
Syosset,
New York
|
$30K
|
-$343
|
-9
|
-1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
-$8.68K
|
-228
|
-55%
|
|
|
20
|
NBT Bank
Norwich,
New York
|
$6.94K
|
+$6.78K
|
+178
|
New
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4.8K
|
–
|
–
|
–
|
|
|
22
|
|
$1.6K
|
+$1.56K
|
+41
|
New
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$155
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$39
|
+$38
|
+1
|
New
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$8.74K
|
-232
|
Closed
|
|
