|
26
|
Winfield Associates
Cleveland,
Ohio
|
$249K
|
–
|
–
|
–
|
|
|
27
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$231K
|
+$238K
|
+15,700
|
New
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
29
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$219K
|
+$226K
|
+14,889
|
New
|
|
|
30
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$196K
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$158K
|
+$163K
|
+10,725
|
New
|
|
|
32
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$152K
|
+$156K
|
+10,300
|
New
|
|
|
33
|
Curi RMB Capital
Chicago,
Illinois
|
$147K
|
+$152K
|
+10,002
|
New
|
|
|
34
|
James Investment Research
Alpha,
Ohio
|
$123K
|
+$10.2K
|
+675
|
+9%
|
|
|
35
|
Advisory Services Network
Atlanta,
Georgia
|
$119K
|
-$13.5K
|
-887
|
-10%
|
|
|
36
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$91K
|
-$12.4K
|
-817
|
-12%
|
|
|
37
|
Ancora Advisors
Cleveland,
Ohio
|
$41K
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
+$34.2K
|
+2,257
|
New
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$17.5K
|
+1,152
|
New
|
|
|
40
|
Huntington National Bank
Columbus,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
42
|
Clearstead Advisors
Cleveland,
Ohio
|
$15K
|
+$15.4K
|
+1,016
|
New
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Bulldog Investors
Saddle Brook,
New Jersey
|
–
|
-$1.86M
|
-120,450
|
Closed
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$928K
|
-60,145
|
Closed
|
|
|
46
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$164K
|
-10,609
|
Closed
|
|
|
47
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$6K
|
-400
|
Closed
|
|
