|
1
|
|
$3.15M
|
+$755K
|
+81,560
|
+30%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.19M
|
-$148K
|
-16,006
|
-11%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$898K
|
+$107K
|
+11,510
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$823K
|
-$19.2K
|
-2,070
|
-2%
|
|
|
5
|
Logan Stone Capital
Chicago,
Illinois
|
$593K
|
-$502K
|
-54,233
|
-45%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$461K
|
-$98.2K
|
-10,608
|
-17%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$323K
|
-$81K
|
-8,750
|
-19%
|
|
|
8
|
Independent Financial Group
San Diego,
California
|
$323K
|
-$27.2K
|
-2,933
|
-7%
|
|
|
9
|
Cypress Wealth Services
Palm Desert,
California
|
$222K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$204K
|
+$62.2K
|
+6,714
|
+41%
|
|
|
11
|
Narwhal Capital Management
Marietta,
Georgia
|
$197K
|
-$59.5K
|
-6,421
|
-22%
|
|
|
12
|
Hilltop Holdings
Dallas,
Texas
|
$187K
|
+$195K
|
+21,100
|
New
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$173K
|
+$182K
|
+19,604
|
New
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$147K
|
-$65
|
-7
|
-0%
|
|
|
15
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$126K
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$114K
|
+$119K
|
+12,841
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$109K
|
–
|
–
|
–
|
|
|
18
|
SeaCrest Wealth Management
Purchase,
New York
|
$64K
|
+$66.7K
|
+7,200
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$1.15K
|
-124
|
-11%
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$126K
|
-13,337
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$26K
|
-2,800
|
Closed
|
|
|
23
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$13K
|
-1,400
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$1K
|
-100
|
Closed
|
|
