|
1
|
UBS Group
Zurich,
Switzerland
|
$2.14M
|
+$326K
|
+35,000
|
+19%
|
|
|
2
|
|
$2.08M
|
+$72.5K
|
+7,775
|
+4%
|
|
|
3
|
Penbrook Management
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$437K
|
+$2.52K
|
+271
|
+0.6%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$410K
|
+$17K
|
+1,824
|
+5%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$250K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$221K
|
-$55.9K
|
-6,000
|
-21%
|
|
|
8
|
Atlas Private Wealth Management
Albany,
New York
|
$162K
|
–
|
–
|
–
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$155K
|
–
|
–
|
–
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$133K
|
+$38.7K
|
+4,150
|
+43%
|
|
|
11
|
Axiom Investment Management
New York
|
$129K
|
+$1.12K
|
+120
|
+0.9%
|
|
|
12
|
|
$118K
|
+$28
|
+3
|
+0%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$97K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
-$18.6K
|
-2,000
|
-18%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$53K
|
+$51.3K
|
+5,500
|
New
|
|
|
17
|
Bourgeon Capital Management
Darien,
Connecticut
|
$46K
|
–
|
–
|
–
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
+$168
|
+18
|
+0.5%
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$14.3K
|
–
|
–
|
–
|
|
|
22
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
24
|
|
$1K
|
–
|
–
|
–
|
|
|
25
|
FNY Investment Advisers
New York
|
–
|
-$94K
|
-10,000
|
Closed
|
|
