|
26
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.93M
|
–
|
–
|
–
|
|
|
27
|
LPL Financial
San Diego,
California
|
$2.88M
|
+$140K
|
+2,847
|
+5%
|
|
|
28
|
|
$2.8M
|
+$133K
|
+2,700
|
+5%
|
|
|
29
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$2.67M
|
–
|
–
|
–
|
|
|
30
|
Rational Advisors
Huntington,
New York
|
$2.58M
|
+$572K
|
+11,600
|
+29%
|
|
|
31
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.51M
|
+$2.47M
|
+50,021
|
New
|
|
|
32
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.24M
|
+$372K
|
+7,549
|
+20%
|
|
|
33
|
SSI Investment Management
Los Angeles,
California
|
$1.78M
|
–
|
–
|
–
|
|
|
34
|
Schnieders Capital Management
Pasadena,
California
|
$1.61M
|
+$103K
|
+2,100
|
+7%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$482K
|
+$9.86K
|
+200
|
+2%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$361K
|
+$1.77K
|
+36
|
+0.5%
|
|
|
37
|
Hohimer Wealth Management
Seattle,
Washington
|
$288K
|
-$16K
|
-325
|
-5%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$278K
|
-$19.7K
|
-400
|
-7%
|
|
|
39
|
Calamos Wealth Management
Naperville,
Illinois
|
$261K
|
-$68.8K
|
-1,395
|
-21%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$200K
|
+$197K
|
+3,992
|
New
|
|
|
41
|
Nuveen
Charlotte,
North Carolina
|
$122K
|
–
|
–
|
–
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$90K
|
–
|
–
|
–
|
|
|
43
|
Lindbrook Capital
Calabasas,
California
|
$75K
|
–
|
–
|
–
|
|
|
44
|
Rockefeller Capital Management
New York
|
$21K
|
–
|
–
|
–
|
|
|
45
|
FourThought Financial
Venice,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
46
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
47
|
UMB Bank
Kansas City,
Missouri
|
$3K
|
+$2.46K
|
+50
|
New
|
|
|
48
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$27.6M
|
-580,000
|
Closed
|
|
|
49
|
Angelo Gordon & Co
New York
|
–
|
-$2.39M
|
-50,000
|
Closed
|
|
|
50
|
|
–
|
-$625K
|
-13,096
|
Closed
|
|
