|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
USD 21.5 M
|
+USD 267 k
|
+48,031
|
+1%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 21 M
|
+USD 4.43 M
|
+797,626
|
+29%
|
|
|
3
|
|
USD 18.8 M
|
+USD 2.82 M
|
+507,411
|
+19%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
USD 13.5 M
|
+USD 276 k
|
+49,765
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
USD 12.6 M
|
+USD 1.57 M
|
+282,295
|
+15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
USD 10.3 M
|
-USD 323 k
|
-58,177
|
-3%
|
|
|
7
|
|
USD 7.75 M
|
+USD 1.1 M
|
+197,262
|
+18%
|
|
|
8
|
Rareview Capital
Las Vegas,
Nevada
|
USD 5.37 M
|
+USD 496 k
|
+89,374
|
+9%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
USD 3.04 M
|
-USD 1.28 M
|
-231,303
|
-31%
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
USD 2.97 M
|
+USD 94.9 k
|
+17,084
|
+4%
|
|
|
11
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
USD 2.97 M
|
+USD 582 k
|
+104,800
|
+26%
|
|
|
12
|
LPL Financial
San Diego,
California
|
USD 1.53 M
|
+USD 17.2 k
|
+3,099
|
+1%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
USD 1.5 M
|
+USD 23.5 k
|
+4,239
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
USD 1.32 M
|
-USD 50.3 k
|
-9,068
|
-4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 1.23 M
|
+USD 61.5 k
|
+11,072
|
+6%
|
|
|
16
|
&Partners
Nashville,
Tennessee
|
USD 1.22 M
|
+USD 61 k
|
+10,978
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 1.09 M
|
-USD 17.5 k
|
-3,153
|
-2%
|
|
|
18
|
Bramshill Investments
Naples,
Florida
|
USD 833 k
|
+USD 8.37 k
|
+1,507
|
+1%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
USD 708 k
|
+USD 227 k
|
+40,834
|
+51%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
USD 686 k
|
-USD 17.1 k
|
-3,078
|
-3%
|
|
|
21
|
Nations Financial Group
Cedar Rapids,
Iowa
|
USD 613 k
|
+USD 57.9 k
|
+10,435
|
+11%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
USD 528 k
|
+USD 12 k
|
+2,161
|
+2%
|
|
|
23
|
IMC Chicago
Chicago,
Illinois
|
USD 474 k
|
+USD 448 k
|
+80,605
|
Nuevas
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 410 k
|
+USD 96.3 k
|
+17,341
|
+33%
|
|
|
25
|
Ancora Advisors
Cleveland,
Ohio
|
USD 384 k
|
–
|
–
|
–
|
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