|
1
|
|
$1.6M
|
+$187K
|
+14,642
|
+14%
|
|
|
2
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.38M
|
-$534K
|
-41,848
|
-29%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
-$105K
|
-8,191
|
-8%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.14M
|
-$200K
|
-15,699
|
-16%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.13M
|
+$885K
|
+69,312
|
+492%
|
|
|
6
|
1776 Wealth
Atlanta,
Georgia
|
$1.07M
|
+$25.5K
|
+2,000
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$780K
|
+$294K
|
+23,013
|
+67%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$558K
|
-$39.1K
|
-3,060
|
-7%
|
|
|
9
|
City of London Investment Management
London,
United Kingdom
|
$511K
|
–
|
–
|
–
|
|
|
10
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$471K
|
–
|
–
|
–
|
|
|
11
|
Family Management
New York
|
$470K
|
–
|
–
|
–
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$469K
|
–
|
–
|
–
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$351K
|
+$38.1K
|
+2,985
|
+13%
|
|
|
14
|
Matisse Capital
Portland,
Oregon
|
$346K
|
-$122K
|
-9,586
|
-27%
|
|
|
15
|
Curi RMB Capital
Chicago,
Illinois
|
$341K
|
+$320K
|
+25,042
|
New
|
|
|
16
|
AQR Arbitrage
Greenwich,
Connecticut
|
$321K
|
+$42.2K
|
+3,302
|
+16%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$288K
|
+$20K
|
+1,565
|
+8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$223K
|
+$179
|
+14
|
+0.1%
|
|
|
19
|
Mariner Investment Group
Harrison,
New York
|
$200K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$198K
|
+$12.1K
|
+945
|
+7%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
22
|
180 Wealth Advisors
Federal Way,
Washington
|
$152K
|
–
|
–
|
–
|
|
|
23
|
Meridian Wealth Management
Lexington,
Kentucky
|
$142K
|
–
|
–
|
–
|
|
|
24
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$141K
|
–
|
–
|
–
|
|
|
25
|
Northside Capital Management
Hood River,
Oregon
|
$141K
|
–
|
–
|
–
|
|
