|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$2.57M
|
-$333K
|
-28,461
|
-12%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.52M
|
+$1.47M
|
+125,294
|
+8,950%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.1M
|
+$177K
|
+15,121
|
+20%
|
|
|
4
|
|
$1.05M
|
+$187K
|
+16,029
|
+23%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$553K
|
+$538K
|
+45,971
|
New
|
|
|
6
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$325K
|
+$117K
|
+10,000
|
+59%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$252K
|
-$150K
|
-12,813
|
-38%
|
|
|
8
|
Breakwater Capital Group
Paramus,
New Jersey
|
$245K
|
-$6.4K
|
-547
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$233K
|
+$227K
|
+19,409
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$160K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
–
|
–
|
–
|
|
|
12
|
Williams Jones Wealth Management
New York
|
$144K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$126K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$125K
|
-$4.33K
|
-370
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$107K
|
-$45K
|
-3,845
|
-30%
|
|
|
16
|
First Horizon Corporation
Memphis,
Tennessee
|
$24K
|
+$23.4K
|
+2,000
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$22.9K
|
–
|
–
|
–
|
|
|
18
|
FNY Investment Advisers
New York
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$148K
|
-12,710
|
Closed
|
|
|
21
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$105K
|
-9,055
|
Closed
|
|
