|
1
|
|
$25M
|
+$302K
|
+16,946
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
+$785K
|
+44,001
|
+3%
|
|
|
3
|
|
$7.82M
|
+$622K
|
+34,857
|
+8%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.64M
|
-$622K
|
-34,899
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.63M
|
-$2.09M
|
-117,034
|
-21%
|
|
|
6
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.48M
|
+$218K
|
+12,200
|
+9%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.36M
|
+$282K
|
+15,821
|
+13%
|
|
|
8
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.32M
|
+$47.2K
|
+2,646
|
+2%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.18M
|
+$8.31K
|
+466
|
+0.4%
|
|
|
10
|
Synovus Financial
Columbus,
Georgia
|
$1.97M
|
-$65K
|
-3,647
|
-3%
|
|
|
11
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.95M
|
+$1.54M
|
+86,299
|
+307%
|
|
|
12
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$1.36M
|
+$486K
|
+27,273
|
+52%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$691K
|
+38,777
|
+98%
|
|
|
15
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.25M
|
+$432K
|
+24,225
|
+49%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$9.49K
|
+532
|
+0.7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$400K
|
-22,409
|
-25%
|
|
|
18
|
|
$1.16M
|
-$56.3K
|
-3,160
|
-4%
|
|
|
19
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.11M
|
-$3.3K
|
-185
|
-0.3%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.09M
|
+$1.14M
|
+64,134
|
New
|
|
|
21
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.06M
|
-$253K
|
-14,189
|
-19%
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
$1.06M
|
+$5.85K
|
+328
|
+0.5%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$1.04M
|
+$1.08M
|
+60,715
|
New
|
|
|
24
|
Algebris (UK)
London,
United Kingdom
|
$986K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$968K
|
-$999
|
-56
|
-0.1%
|
|
