|
1
|
|
$1.95M
|
+$118K
|
+11,657
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
-$129K
|
-12,723
|
-6%
|
|
|
3
|
Penbrook Management
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$424K
|
-$5.84K
|
-577
|
-1%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$382K
|
+$22.5K
|
+2,224
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$272K
|
-$15.2K
|
-1,500
|
-5%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$243K
|
+$203K
|
+20,000
|
+348%
|
|
|
8
|
Atlas Private Wealth Management
Albany,
New York
|
$158K
|
–
|
–
|
–
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$152K
|
–
|
–
|
–
|
|
|
10
|
Axiom Investment Management
New York
|
$125K
|
+$699
|
+69
|
+0.5%
|
|
|
11
|
|
$115K
|
+$5.06K
|
+500
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
+$9.81K
|
+969
|
+10%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$104K
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$95K
|
+$101K
|
+10,023
|
New
|
|
|
15
|
FNY Investment Advisers
New York
|
$94K
|
+$101K
|
+10,000
|
New
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$91K
|
-$151K
|
-14,883
|
-61%
|
|
|
17
|
Bourgeon Capital Management
Darien,
Connecticut
|
$45K
|
–
|
–
|
–
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
+$34.1K
|
+3,367
|
New
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Advisors Asset Management
Monument,
Colorado
|
$20.8K
|
+$22.3K
|
+2,200
|
New
|
|
|
22
|
Squar Milner Financial Services
Irvine,
California
|
$18K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$14K
|
–
|
–
|
–
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
