|
1
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$3.2M
|
+$3.2M
|
+83,653
|
New
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$3.19M
|
+$2.64K
|
+69
|
+0.1%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$1.53M
|
–
|
–
|
–
|
|
|
4
|
Berkeley Inc
Boise,
Idaho
|
$1.4M
|
-$851K
|
-22,235
|
-38%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.11M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$801K
|
+$119K
|
+3,099
|
+17%
|
|
|
7
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$672K
|
+$32.9K
|
+860
|
+5%
|
|
|
8
|
Cary Street Partners
Richmond,
Virginia
|
$586K
|
+$587K
|
+15,326
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$414K
|
-$90.6K
|
-2,366
|
-18%
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$263K
|
+$264K
|
+6,885
|
New
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$256K
|
-$1.49K
|
-39
|
-0.6%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$140K
|
-$1.91K
|
-50
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$135K
|
+$61.1K
|
+1,597
|
+82%
|
|
|
14
|
|
$110K
|
-$154K
|
-4,010
|
-58%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$102K
|
+$52.9K
|
+1,381
|
+108%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$41.9K
|
+$42K
|
+1,096
|
New
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$38.2K
|
–
|
–
|
–
|
|
|
18
|
4Thought Financial Group
Syosset,
New York
|
$29.7K
|
+$268
|
+7
|
+0.9%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5K
|
-$13K
|
-340
|
-53%
|
|
|
20
|
NBT Bank
Norwich,
New York
|
$6.8K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$957
|
-25
|
-13%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4.7K
|
–
|
–
|
–
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$650
|
+$651
|
+17
|
New
|
|
|
24
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$153
|
–
|
–
|
–
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$1.74M
|
-44,524
|
Closed
|
|
