|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$21.2M
|
-$1.21M
|
-50,000
|
-5%
|
|
|
2
|
Almitas Capital
Santa Monica,
California
|
$16.5M
|
–
|
–
|
–
|
|
|
3
|
|
$14.6M
|
-$109K
|
-4,510
|
-0.7%
|
|
|
4
|
|
$8.35M
|
-$304K
|
-12,569
|
-3%
|
|
|
5
|
Wellington Management Group
Boston,
Massachusetts
|
$4.9M
|
–
|
–
|
–
|
|
|
6
|
Beach Point Capital Management
Santa Monica,
California
|
$4.67M
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$16.1K
|
+666
|
+0.9%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.47M
|
+$64.2K
|
+2,654
|
+5%
|
|
|
9
|
Cutler Capital Management
Worcester,
Massachusetts
|
$1.33M
|
+$709K
|
+29,314
|
+111%
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.31M
|
-$71.4K
|
-2,951
|
-5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$391K
|
+$45K
|
+1,861
|
+13%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$370K
|
+$149K
|
+6,140
|
+66%
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$342K
|
+$7.87K
|
+325
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$86.7K
|
–
|
–
|
–
|
|
|
16
|
|
$45K
|
+$6.78K
|
+280
|
+18%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$17.6K
|
+$17.4K
|
+720
|
+5,143%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.91K
|
+$4.96K
|
+205
|
New
|
|
|
20
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
–
|
-$1.07M
|
-143,068
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$17K
|
-723
|
Closed
|
|
|
22
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
–
|
-$7K
|
-300
|
Closed
|
|
