|
1
|
|
$35.9M
|
-$819K
|
-42,176
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
+$436K
|
+22,468
|
+2%
|
|
|
3
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.68M
|
+$65.1K
|
+3,352
|
+0.8%
|
|
|
4
|
|
$8.48M
|
-$385K
|
-19,820
|
-4%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$6.31M
|
+$6.1M
|
+314,040
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.03M
|
-$1.52M
|
-78,007
|
-21%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
+$1.79M
|
+92,278
|
+98%
|
|
|
8
|
Synovus Financial
Columbus,
Georgia
|
$3.47M
|
-$241K
|
-12,421
|
-7%
|
|
|
9
|
Greatmark Investment Partners
Columbus,
Georgia
|
$3.27M
|
+$377K
|
+19,400
|
+14%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.17M
|
+$233K
|
+12,004
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.76M
|
+$577K
|
+29,700
|
+28%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.35M
|
+$100K
|
+5,160
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$337K
|
+17,342
|
+19%
|
|
|
14
|
Glaxis Capital Management
Sarasota,
Florida
|
$2.07M
|
+$206K
|
+10,584
|
+11%
|
|
|
15
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.89M
|
+$28.5K
|
+1,468
|
+2%
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.83M
|
–
|
–
|
–
|
|
|
17
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.79M
|
-$1.24M
|
-63,806
|
-42%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$1.74M
|
-$97.5K
|
-5,021
|
-5%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.59M
|
-$884K
|
-45,490
|
-37%
|
|
|
20
|
|
$1.43M
|
–
|
–
|
–
|
|
|
21
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.3M
|
+$1.46K
|
+75
|
+0.1%
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
$1.26M
|
+$400K
|
+20,581
|
+49%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$1.25M
|
-$3.21K
|
-165
|
-0.3%
|
|
|
24
|
Oder Investment Management
Woodland Hills,
California
|
$1.2M
|
+$101K
|
+5,196
|
+10%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.16M
|
-$41.5K
|
-2,139
|
-4%
|
|
