|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.62M
|
+$712K
|
+81,745
|
+25%
|
|
|
2
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.35M
|
+$1.09M
|
+124,850
|
+49%
|
|
|
3
|
|
$2.65M
|
-$277K
|
-31,797
|
-10%
|
|
|
4
|
|
$1.87M
|
+$93K
|
+10,668
|
+5%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$1.77M
|
+$6.97K
|
+800
|
+0.4%
|
|
|
6
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.68M
|
+$244K
|
+28,003
|
+17%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.66M
|
-$1.27M
|
-146,042
|
-44%
|
|
|
8
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.33M
|
+$1.03M
|
+117,840
|
+347%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$1.07M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$242K
|
+27,755
|
+31%
|
|
|
11
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$973K
|
–
|
–
|
–
|
|
|
12
|
Clear Creek Financial Management
Silverdale,
Washington
|
$942K
|
+$34.5K
|
+3,953
|
+4%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$890K
|
-$15.4K
|
-1,772
|
-2%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$824K
|
-$845K
|
-96,923
|
-51%
|
|
|
15
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$814K
|
+$709K
|
+81,377
|
+713%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$759K
|
+$246K
|
+28,252
|
+48%
|
|
|
17
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$748K
|
+$21.4K
|
+2,461
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$744K
|
+$46.1K
|
+5,292
|
+7%
|
|
|
19
|
AQR Arbitrage
Greenwich,
Connecticut
|
$692K
|
+$163K
|
+18,647
|
+31%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$675K
|
-$397K
|
-45,564
|
-37%
|
|
|
21
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$508K
|
+$27.4K
|
+3,141
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$418K
|
-$34.5K
|
-3,964
|
-8%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$366K
|
–
|
–
|
–
|
|
|
24
|
Virtus ETF Advisers
New York
|
$333K
|
-$37.1K
|
-4,257
|
-10%
|
|
|
25
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$288K
|
+$286K
|
+32,847
|
New
|
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