|
1
|
|
$158M
|
–
|
–
|
–
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$37.4M
|
+$7.45M
|
+282,863
|
+27%
|
|
|
3
|
|
$17.7M
|
+$8.31M
|
+315,852
|
+95%
|
|
|
4
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6.22M
|
-$316K
|
-12,000
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.14M
|
-$148K
|
-5,607
|
-3%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$3.98M
|
-$617K
|
-23,455
|
-14%
|
|
|
7
|
|
$3.71M
|
+$3.13M
|
+118,935
|
+693%
|
|
|
8
|
|
$2.73M
|
-$5.96M
|
-226,600
|
-69%
|
|
|
9
|
Arrowstreet Capital
Boston,
Massachusetts
|
$2.55M
|
-$152K
|
-5,788
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
+$404K
|
+15,360
|
+21%
|
|
|
11
|
Bramshill Investments
Naples,
Florida
|
$1.61M
|
-$1.22M
|
-46,174
|
-44%
|
|
|
12
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
-$411K
|
-15,612
|
-28%
|
|
|
15
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1.06M
|
–
|
–
|
–
|
|
|
16
|
Certuity
North Palm Beach,
Florida
|
$1.02M
|
–
|
–
|
–
|
|
|
17
|
Welch & Forbes
Boston,
Massachusetts
|
$1.02M
|
+$985K
|
+37,420
|
New
|
|
|
18
|
Sanders Morris Harris
Houston,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$802K
|
-$5.26K
|
-200
|
-0.7%
|
|
|
20
|
Moors & Cabot
Boston,
Massachusetts
|
$756K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$730K
|
–
|
–
|
–
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$714K
|
+$97.4K
|
+3,699
|
+16%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$705K
|
+$85.5K
|
+3,250
|
+14%
|
|
|
24
|
Lee Financial
Dallas,
Texas
|
$704K
|
–
|
–
|
–
|
|
|
25
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$684K
|
–
|
–
|
–
|
|
