|
26
|
Citizens Business Bank
Ontario,
California
|
$2.6M
|
–
|
–
|
–
|
|
|
27
|
Rational Advisors
Huntington,
New York
|
$2.46M
|
-$1.62M
|
-14,000
|
-37%
|
|
|
28
|
|
$2.37M
|
+$2.19M
|
+18,926
|
+545%
|
|
|
29
|
|
$1.42M
|
–
|
–
|
–
|
|
|
30
|
|
$1.22M
|
+$1.35M
|
+11,629
|
New
|
|
|
31
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.09M
|
-$34K
|
-294
|
-3%
|
|
|
32
|
Credit Suisse
Zurich,
Switzerland
|
$1.05M
|
+$1.16M
|
+10,000
|
New
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$915K
|
+$11.6K
|
+100
|
+1%
|
|
|
34
|
Alken Asset Management
London,
United Kingdom
|
$695K
|
+$764K
|
+6,600
|
New
|
|
|
35
|
HUB Investment Partners
Austin,
Texas
|
$618K
|
+$123K
|
+1,059
|
+22%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$456K
|
-$59K
|
-510
|
-11%
|
|
|
37
|
SEI Investments
Oaks,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
38
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$322K
|
-$810K
|
-7,000
|
-70%
|
|
|
39
|
American Century Companies
Kansas City,
Missouri
|
$306K
|
-$579
|
-5
|
-0.2%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$269K
|
+$11.6K
|
+100
|
+4%
|
|
|
41
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$233K
|
+$256K
|
+2,215
|
New
|
|
|
42
|
North Star Investment Management
Chicago,
Illinois
|
$110K
|
–
|
–
|
–
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$49K
|
+$347
|
+3
|
+0.6%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
45
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
46
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$3.97M
|
-32,891
|
Closed
|
|
|
47
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$375K
|
-3,105
|
Closed
|
|
|
48
|
|
–
|
-$241K
|
-1,997
|
Closed
|
|
|
49
|
Tower Research Capital (TRC)
New York
|
–
|
-$13K
|
-107
|
Closed
|
|
