|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$2.82M
|
-$169K
|
-14,680
|
-6%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$892K
|
+$148K
|
+12,839
|
+20%
|
|
|
3
|
|
$827K
|
-$91.9K
|
-7,989
|
-10%
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$393K
|
-$147K
|
-12,764
|
-27%
|
|
|
5
|
Breakwater Capital Group
Paramus,
New Jersey
|
$244K
|
-$129K
|
-11,197
|
-35%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$227K
|
–
|
–
|
–
|
|
|
7
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$198K
|
+$23K
|
+2,000
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$155K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$148K
|
-$128K
|
-11,085
|
-47%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$148K
|
+$146K
|
+12,710
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
-$12.5K
|
-1,085
|
-8%
|
|
|
12
|
Williams Jones Wealth Management
New York
|
$140K
|
-$23K
|
-2,000
|
-14%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$126K
|
+$124K
|
+10,805
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$122K
|
-$131K
|
-11,383
|
-52%
|
|
|
15
|
Opal Wealth Advisors
Jericho,
New York
|
$105K
|
–
|
–
|
–
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$23.3K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$22.1K
|
+$21.9K
|
+1,903
|
New
|
|
|
18
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16K
|
+$16.1K
|
+1,400
|
New
|
|
|
19
|
FNY Investment Advisers
New York
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
21
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$292K
|
-24,737
|
Closed
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$224K
|
-18,971
|
Closed
|
|
