|
1
|
Almitas Capital
Santa Monica,
California
|
$19M
|
+$2.35M
|
+96,929
|
+14%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$18.1M
|
-$3.04M
|
-125,000
|
-14%
|
|
|
3
|
Beach Point Capital Management
Santa Monica,
California
|
$14.6M
|
–
|
–
|
–
|
|
|
4
|
|
$8.54M
|
+$103K
|
+4,249
|
+1%
|
|
|
5
|
Wellington Management Group
Boston,
Massachusetts
|
$4.86M
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.94M
|
+$187K
|
+7,699
|
+11%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.59M
|
+$107K
|
+4,400
|
+7%
|
|
|
8
|
Cutler Capital Management
Worcester,
Massachusetts
|
$1.38M
|
+$30.4K
|
+1,250
|
+2%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.34M
|
+$12.1K
|
+500
|
+0.9%
|
|
|
10
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$790K
|
+$2.92M
|
+120,033
|
New
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$421K
|
+$48.1K
|
+1,980
|
+13%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$404K
|
+$58.3K
|
+2,400
|
+17%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
-$55.1K
|
-2,267
|
-14%
|
|
|
14
|
Skaana Management
Brooklyn,
New York
|
$311K
|
+$313K
|
+12,871
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$281K
|
-$48.6K
|
-2,000
|
-15%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
17
|
|
$51.3K
|
+$5.86K
|
+241
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.62K
|
+$2.67K
|
+110
|
+54%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$339
|
-$17.5K
|
-720
|
-98%
|
|
|
21
|
|
–
|
-$14.6M
|
-609,657
|
Closed
|
|
