|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.21M
|
–
|
–
|
–
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.01M
|
+$543K
|
+45,542
|
+38%
|
|
|
3
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.26M
|
+$361K
|
+30,277
|
+41%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$970K
|
-$46.3K
|
-3,885
|
-5%
|
|
|
5
|
|
$929K
|
+$919K
|
+77,000
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$543K
|
+$77.9K
|
+6,530
|
+17%
|
|
|
7
|
|
$426K
|
-$102K
|
-8,575
|
-20%
|
|
|
8
|
|
$379K
|
+$210K
|
+17,623
|
+128%
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$227K
|
-$30.2K
|
-2,530
|
-12%
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$207K
|
+$2.1K
|
+176
|
+1%
|
|
|
12
|
Family Management
New York
|
$176K
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$152K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131K
|
+$10.1K
|
+850
|
+9%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$95.5K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$76K
|
+$31.1K
|
+2,609
|
+70%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$14K
|
+$24
|
+2
|
+0.2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
19
|
D'Orazio & Associates
Falls Church,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
20
|
|
$5K
|
–
|
–
|
–
|
|
|
21
|
FNY Investment Advisers
New York
|
$2K
|
+$119
|
+10
|
+6%
|
|
|
22
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$1.14M
|
-115,361
|
Closed
|
|
