|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$14.5M
|
-$978K
|
-40,077
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$219K
|
+8,969
|
+6%
|
|
|
3
|
Choreo LLC
Rockford,
Illinois
|
$1.05M
|
+$5.32K
|
+218
|
+0.5%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$227K
|
-$252K
|
-10,320
|
-52%
|
|
|
5
|
Hunting Hill Global Capital
New York
|
$104K
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.3K
|
-$122K
|
-4,984
|
-57%
|
|
|
7
|
CSS LLC
Chicago,
Illinois
|
$80.1K
|
-$48.2K
|
-1,975
|
-37%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$54.6K
|
–
|
–
|
–
|
|
|
9
|
|
$51.4K
|
+$52.8K
|
+2,161
|
New
|
|
|
10
|
|
$49.1K
|
–
|
–
|
–
|
|
|
11
|
|
$46K
|
+$47.3K
|
+1,936
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$44.9K
|
-$11.2K
|
-460
|
-20%
|
|
|
13
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$41.8K
|
+$42.9K
|
+1,757
|
New
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$39K
|
+$3.22K
|
+132
|
+9%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$35.3K
|
+$36.3K
|
+1,485
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$25.1K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$1.1K
|
+45
|
+9%
|
|
|
18
|
|
$6.82K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.53K
|
+$5.69K
|
+233
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.26K
|
+$1.29K
|
+53
|
New
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$528
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$160K
|
-6,337
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$470
|
-19
|
Closed
|
|
