|
1
|
Wells Fargo
San Francisco,
California
|
$6.81M
|
+$190K
|
+7
|
+2%
|
|
|
2
|
Nepsis Inc
Minneapolis,
Minnesota
|
$1.92M
|
-$136K
|
-5
|
-4%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.48M
|
+$733K
|
+27
|
+42%
|
|
|
4
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
$1.19M
|
–
|
–
|
–
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.05M
|
+$1.74M
|
+64
|
New
|
|
|
6
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$651K
|
–
|
–
|
–
|
|
|
7
|
Intellectus Partners
San Francisco,
California
|
$408K
|
–
|
–
|
–
|
|
|
8
|
Millennium Management
New York
|
$257K
|
+$434K
|
+16
|
New
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$103K
|
–
|
–
|
–
|
|
|
10
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$102K
|
+$163K
|
+6
|
New
|
|
|
11
|
|
$90K
|
+$109K
|
+4
|
+200%
|
|
|
12
|
GCA Investment Management
New York
|
$76K
|
–
|
–
|
–
|
|
|
13
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$61K
|
–
|
–
|
–
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$48K
|
+$27.1K
|
+1
|
+50%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$36K
|
+$54.3K
|
+2
|
New
|
|
|
16
|
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Macroview Investment Management
Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
23
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$276
|
–
|
–
|
–
|
|
|
25
|
Krane Funds Advisors
New York
|
–
|
-$4.86M
|
-130
|
Closed
|
|
