|
1
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.21M
|
+$915K
|
+101,500
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.57M
|
-$24.6K
|
-2,728
|
-0.7%
|
|
|
3
|
|
$1.86M
|
-$795K
|
-88,271
|
-29%
|
|
|
4
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.63M
|
-$34.1K
|
-3,783
|
-2%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$1.52M
|
-$128K
|
-14,214
|
-8%
|
|
|
6
|
|
$1.4M
|
-$473K
|
-52,502
|
-25%
|
|
|
7
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.37M
|
+$54.6K
|
+6,062
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$86.3K
|
+9,574
|
+8%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$1.06M
|
–
|
–
|
–
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.02M
|
+$87.7K
|
+9,730
|
+9%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$966K
|
+$1M
|
+110,982
|
New
|
|
|
12
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$879K
|
-$3.88K
|
-430
|
-0.4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$846K
|
+$112K
|
+12,430
|
+15%
|
|
|
14
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$807K
|
–
|
–
|
–
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$788K
|
-$21.8K
|
-2,418
|
-3%
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$774K
|
+$33K
|
+3,666
|
+4%
|
|
|
17
|
AQR Arbitrage
Greenwich,
Connecticut
|
$757K
|
+$72.8K
|
+8,078
|
+10%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$747K
|
-$1.04M
|
-115,800
|
-57%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$623K
|
-$135K
|
-15,021
|
-17%
|
|
|
20
|
Congress Wealth Management
Boston,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
21
|
Virtus ETF Advisers
New York
|
$328K
|
-$2K
|
-222
|
-0.6%
|
|
|
22
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$270K
|
+$19.2K
|
+2,134
|
+7%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$178K
|
-$510K
|
-56,550
|
-73%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$165K
|
-$13.7K
|
-1,523
|
-7%
|
|
