|
1
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$45.4M
|
-$1.41M
|
-118,252
|
-3%
|
|
|
2
|
|
$22.9M
|
-$5.25M
|
-441,272
|
-19%
|
|
|
3
|
Atlas Wealth
Cincinnati,
Ohio
|
$20.5M
|
+$20.1M
|
+1,694,161
|
New
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.5M
|
+$4.51M
|
+379,110
|
+30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$2.82M
|
+237,129
|
+20%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$13.5M
|
+$299K
|
+25,176
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
-$928K
|
-78,030
|
-7%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$11.2M
|
-$380K
|
-31,920
|
-3%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$9.84M
|
+$143K
|
+12,032
|
+1%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$9.27M
|
+$4.63M
|
+389,368
|
+99%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.24M
|
+$714K
|
+60,037
|
+11%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.56M
|
-$610K
|
-51,260
|
-8%
|
|
|
13
|
Transcend Capital Advisors
Madison,
New Jersey
|
$5.35M
|
+$738K
|
+62,098
|
+16%
|
|
|
14
|
City of London Investment Management
London,
United Kingdom
|
$4.08M
|
-$7.83M
|
-658,547
|
-66%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$3.29M
|
+$342K
|
+28,724
|
+12%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.89M
|
-$80.6K
|
-6,777
|
-3%
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$2.7M
|
+$1.35M
|
+113,540
|
+100%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.62M
|
-$78.3K
|
-6,585
|
-3%
|
|
|
19
|
Next Capital Management
New York
|
$2.49M
|
-$311K
|
-26,125
|
-11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
+$245K
|
+20,575
|
+12%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.28M
|
-$1.22M
|
-102,954
|
-35%
|
|
|
22
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.28M
|
-$343K
|
-28,843
|
-13%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.27M
|
-$27.8K
|
-2,341
|
-1%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.19M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.07M
|
+$210K
|
+17,665
|
+11%
|
|
