|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$16.1M
|
+$8.81M
|
+354,630
|
+142%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.6M
|
+$3.35M
|
+135,010
|
New
|
|
|
3
|
Choreo LLC
Rockford,
Illinois
|
$1.54M
|
+$1.35M
|
+54,504
|
+1,596%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$636K
|
+$8.34K
|
+336
|
+1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$199K
|
-$40K
|
-1,611
|
-18%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$179K
|
+$16.5K
|
+663
|
+11%
|
|
|
7
|
Hunting Hill Global Capital
New York
|
$106K
|
–
|
–
|
–
|
|
|
8
|
CSS LLC
Chicago,
Illinois
|
$104K
|
-$1.52M
|
-61,396
|
-94%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$67K
|
-$80.8K
|
-3,252
|
-56%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
11
|
|
$50.4K
|
–
|
–
|
–
|
|
|
12
|
XTX Topco
George Town,
Cayman Islands
|
$42K
|
+$39.7K
|
+1,598
|
New
|
|
|
13
|
|
$29.5K
|
+$27.4K
|
+1,104
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$4.47K
|
-180
|
-29%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.48K
|
+$397
|
+16
|
+14%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$563
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
18
|
Matisse Capital
Portland,
Oregon
|
–
|
-$2.31M
|
-98,717
|
Closed
|
|
|
19
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
–
|
-$1.28M
|
-54,698
|
Closed
|
|
|
20
|
Bulldog Investors
Saddle Brook,
New Jersey
|
–
|
-$649K
|
-27,715
|
Closed
|
|
|
21
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$290K
|
-12,419
|
Closed
|
|
|
22
|
|
–
|
-$274K
|
-11,735
|
Closed
|
|
|
23
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
–
|
-$139K
|
-5,953
|
Closed
|
|
|
24
|
Yakira Capital Management
Westport,
Connecticut
|
–
|
-$98K
|
-4,195
|
Closed
|
|
|
25
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$54K
|
-2,309
|
Closed
|
|
