|
1
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
+$299K
|
+29,688
|
+13%
|
|
|
2
|
|
$2.37M
|
+$200K
|
+19,864
|
+9%
|
|
|
3
|
Penbrook Management
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$447K
|
+$20.5K
|
+2,036
|
+5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278K
|
+$184K
|
+18,284
|
+199%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$265K
|
-$190K
|
-18,882
|
-42%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$199K
|
-$60.4K
|
-6,000
|
-23%
|
|
|
9
|
Atlas Private Wealth Management
Albany,
New York
|
$169K
|
–
|
–
|
–
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$162K
|
–
|
–
|
–
|
|
|
11
|
|
$142K
|
+$141K
|
+14,049
|
New
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$137K
|
+$25.8K
|
+2,562
|
+23%
|
|
|
13
|
Axiom Investment Management
New York
|
$135K
|
+$1.13K
|
+112
|
+0.8%
|
|
|
14
|
|
$117K
|
-$4.99K
|
-496
|
-4%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$101K
|
–
|
–
|
–
|
|
|
16
|
Bourgeon Capital Management
Darien,
Connecticut
|
$48K
|
–
|
–
|
–
|
|
|
17
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$43.9K
|
+$43.8K
|
+4,350
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
+$3.69K
|
+367
|
+11%
|
|
|
19
|
Pathstone Family Office
Englewood,
New Jersey
|
$34K
|
–
|
–
|
–
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$14.9K
|
–
|
–
|
–
|
|
|
22
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
24
|
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$133K
|
-13,762
|
Closed
|
|
