|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$16.4M
|
+$1.14M
|
+45,783
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
+$439K
|
+17,590
|
+13%
|
|
|
3
|
Choreo LLC
Rockford,
Illinois
|
$1.11M
|
-$355K
|
-14,212
|
-25%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$502K
|
-$99K
|
-3,964
|
-17%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$222K
|
+$33.1K
|
+1,324
|
+18%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$160K
|
-$9.07K
|
-363
|
-5%
|
|
|
7
|
CSS LLC
Chicago,
Illinois
|
$135K
|
+$36K
|
+1,439
|
+37%
|
|
|
8
|
Hunting Hill Global Capital
New York
|
$110K
|
+$9.39K
|
+376
|
+9%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$67.1K
|
+$3.52K
|
+141
|
+6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$59.7K
|
+$58.6K
|
+2,347
|
New
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$58K
|
+$3.05K
|
+122
|
+6%
|
|
|
12
|
|
$52.2K
|
+$4.45K
|
+178
|
+9%
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$35.4K
|
+$35K
|
+1,400
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$26.7K
|
+$26.4K
|
+1,056
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$575
|
+23
|
+5%
|
|
|
16
|
|
$7.3K
|
+$7.17K
|
+287
|
New
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$561
|
+$25
|
+1
|
+5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$470
|
+$475
|
+19
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
20
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$42K
|
-1,598
|
Closed
|
|
|
21
|
|
–
|
-$29.5K
|
-1,104
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.48K
|
-130
|
Closed
|
|
