|
1
|
Almitas Capital
Santa Monica,
California
|
$19.4M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$18.4M
|
–
|
–
|
–
|
|
|
3
|
Beach Point Capital Management
Santa Monica,
California
|
$13.8M
|
–
|
–
|
–
|
|
|
4
|
|
$8.69M
|
+$88.5K
|
+3,654
|
+1%
|
|
|
5
|
Wellington Management Group
Boston,
Massachusetts
|
$4.95M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.93M
|
+$324K
|
+13,390
|
+20%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.93M
|
-$27.9K
|
-1,150
|
-1%
|
|
|
8
|
Cutler Capital Management
Worcester,
Massachusetts
|
$1.38M
|
-$8.48K
|
-350
|
-0.6%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.33M
|
-$15.5K
|
-640
|
-1%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$560K
|
+$135K
|
+5,591
|
+32%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$411K
|
+$3.63K
|
+150
|
+0.9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$342K
|
-$73
|
-3
|
-0%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$117K
|
–
|
–
|
–
|
|
|
15
|
|
$27.3K
|
-$24.2K
|
-1,000
|
-47%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$341
|
–
|
–
|
–
|
|
|
18
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
–
|
-$790K
|
-120,033
|
Closed
|
|
|
19
|
Skaana Management
Brooklyn,
New York
|
–
|
-$311K
|
-12,871
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.62K
|
-315
|
Closed
|
|
