|
1
|
UBS Group
Zurich,
Switzerland
|
$2.51M
|
+$13.3K
|
+1,322
|
+0.5%
|
|
|
2
|
|
$2.49M
|
+$155K
|
+15,460
|
+7%
|
|
|
3
|
Penbrook Management
New York
|
$1.56M
|
+$465K
|
+46,324
|
+42%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$450K
|
+$8.45K
|
+842
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$264K
|
+$2.48K
|
+247
|
+0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$197K
|
–
|
–
|
–
|
|
|
8
|
Atlas Private Wealth Management
Albany,
New York
|
$167K
|
–
|
–
|
–
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$160K
|
–
|
–
|
–
|
|
|
10
|
|
$140K
|
–
|
–
|
–
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$135K
|
+$271
|
+27
|
+0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131K
|
-$143K
|
-14,284
|
-52%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$122K
|
+$123K
|
+12,215
|
New
|
|
|
14
|
|
$116K
|
+$60
|
+6
|
+0.1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$108K
|
+$8.56K
|
+853
|
+9%
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$103K
|
+$70.3K
|
+7,000
|
+209%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
+$211
|
+21
|
+0.6%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$14.7K
|
–
|
–
|
–
|
|
|
19
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
21
|
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Axiom Investment Management
New York
|
–
|
-$135K
|
-13,402
|
Closed
|
|
|
23
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$48K
|
-4,723
|
Closed
|
|
|
24
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$43.9K
|
-4,350
|
Closed
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$24K
|
-2,449
|
Closed
|
|
