|
1
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.41M
|
+$210K
|
+24,450
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.5M
|
-$67.8K
|
-7,903
|
-2%
|
|
|
3
|
|
$1.76M
|
-$97K
|
-11,317
|
-5%
|
|
|
4
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.69M
|
+$316K
|
+36,900
|
+23%
|
|
|
5
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.64M
|
+$6.46K
|
+753
|
+0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
+$435K
|
+50,769
|
+40%
|
|
|
7
|
|
$1.36M
|
-$28.4K
|
-3,307
|
-2%
|
|
|
8
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.25M
|
+$491K
|
+57,291
|
+66%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$1.06M
|
–
|
–
|
–
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.04M
|
+$19.2K
|
+2,245
|
+2%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$963K
|
–
|
–
|
–
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$892K
|
+$85.7K
|
+10,000
|
+11%
|
|
|
13
|
Logan Stone Capital
Chicago,
Illinois
|
$761K
|
+$752K
|
+87,659
|
New
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$749K
|
-$37.1K
|
-4,327
|
-5%
|
|
|
15
|
1607 Capital Partners
Richmond,
Virginia
|
$745K
|
–
|
–
|
–
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$720K
|
-$51.3K
|
-5,984
|
-7%
|
|
|
17
|
Saba Capital Management
New York
|
$711K
|
+$702K
|
+81,915
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$611K
|
-$230K
|
-26,864
|
-28%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$581K
|
-$39.5K
|
-4,610
|
-6%
|
|
|
20
|
Wolverine Asset Management
Chicago,
Illinois
|
$580K
|
+$479K
|
+55,903
|
+512%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$363K
|
–
|
–
|
–
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$352K
|
-$1.15M
|
-134,369
|
-77%
|
|
|
23
|
Virtus ETF Advisers
New York
|
$321K
|
-$6.88K
|
-802
|
-2%
|
|
|
24
|
|
$320K
|
+$316K
|
+36,900
|
New
|
|
|
25
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$274K
|
-$11.1K
|
-1,289
|
-4%
|
|
