|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.54M
|
+$5.2M
|
+588,511
|
New
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.75M
|
+$1.21M
|
+137,354
|
+88%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$1.9M
|
-$67.2K
|
-7,603
|
-4%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$1.61M
|
-$60.5K
|
-6,848
|
-4%
|
|
|
5
|
|
$1.05M
|
+$26.7K
|
+3,017
|
+3%
|
|
|
6
|
Napa Wealth Management
Napa,
California
|
$913K
|
+$153K
|
+17,255
|
+22%
|
|
|
7
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$829K
|
-$130K
|
-14,656
|
-14%
|
|
|
8
|
Summit X LLC
Chesterfield,
Missouri
|
$712K
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$691K
|
-$46.9K
|
-5,302
|
-7%
|
|
|
10
|
AQR Arbitrage
Greenwich,
Connecticut
|
$690K
|
-$195K
|
-22,089
|
-23%
|
|
|
11
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$663K
|
–
|
–
|
–
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$635K
|
-$868K
|
-98,210
|
-59%
|
|
|
13
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$450K
|
+$423K
|
+47,814
|
New
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$368K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$359K
|
-$9.88K
|
-1,118
|
-3%
|
|
|
16
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$358K
|
+$335K
|
+37,950
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$357K
|
+$336K
|
+37,985
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$282K
|
-$18.1K
|
-2,053
|
-6%
|
|
|
19
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$278K
|
–
|
–
|
–
|
|
|
20
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$266K
|
+$3.07K
|
+347
|
+1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$232K
|
+$28.8K
|
+3,258
|
+15%
|
|
|
22
|
Landscape Capital Management
Englewood,
New Jersey
|
$223K
|
-$127K
|
-14,342
|
-38%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$214K
|
-$21.4K
|
-2,422
|
-10%
|
|
|
24
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$212K
|
+$199K
|
+22,542
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$196K
|
+$4.08K
|
+461
|
+2%
|
|
