|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.62M
|
–
|
–
|
–
|
|
|
2
|
|
$2.27M
|
+$165K
|
+15,118
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$234K
|
+21,387
|
+20%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$1.19M
|
+$92.1K
|
+8,425
|
+8%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$786K
|
+$853K
|
+78,056
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$767K
|
-$9.2K
|
-842
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$467K
|
-$11.3K
|
-1,030
|
-2%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$465K
|
+$503K
|
+45,989
|
New
|
|
|
9
|
Horizon Kinetics Asset Management
New York
|
$450K
|
–
|
–
|
–
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$387K
|
+$420K
|
+38,458
|
New
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$368K
|
+$50.8K
|
+4,651
|
+15%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$341K
|
+$246K
|
+22,519
|
+198%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$326K
|
+$28.2K
|
+2,581
|
+9%
|
|
|
14
|
Logan Stone Capital
Chicago,
Illinois
|
$291K
|
+$316K
|
+28,913
|
New
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$284K
|
+$181K
|
+16,606
|
+143%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$272K
|
+$1.74K
|
+159
|
+0.6%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$191K
|
+$207K
|
+18,961
|
New
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$179K
|
-$4.37K
|
-400
|
-2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$159K
|
+$13.4K
|
+1,230
|
+8%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$156K
|
–
|
–
|
–
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$147K
|
-$53.5K
|
-4,899
|
-25%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
–
|
–
|
–
|
|
|
23
|
|
$86.1K
|
+$109K
|
+9,959
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$85K
|
-$82K
|
-7,505
|
-47%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
