|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.11M
|
+$3.17M
|
+267,713
|
New
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.62M
|
+$1.17M
|
+99,029
|
+78%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.56M
|
+$224K
|
+18,915
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$985K
|
+$160K
|
+13,493
|
+19%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$904K
|
–
|
–
|
–
|
|
|
6
|
|
$542K
|
+$49.1K
|
+4,150
|
+10%
|
|
|
7
|
|
$407K
|
-$118K
|
-9,977
|
-22%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$388K
|
+$35.8K
|
+3,022
|
+10%
|
|
|
9
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$341K
|
-$1.99M
|
-168,100
|
-85%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$215K
|
+$2.21K
|
+187
|
+1%
|
|
|
11
|
|
$209K
|
+$212K
|
+17,957
|
New
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$190K
|
–
|
–
|
–
|
|
|
13
|
|
$158K
|
+$651
|
+55
|
+0.4%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$150K
|
+$153K
|
+12,924
|
New
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$143K
|
–
|
–
|
–
|
|
|
16
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$141K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$136K
|
+$139K
|
+11,773
|
New
|
|
|
18
|
|
$123K
|
+$125K
|
+10,594
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$88K
|
-$23K
|
-1,944
|
-20%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$71K
|
-$327K
|
-27,620
|
-82%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$62K
|
-$1.72K
|
-145
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
–
|
-$134K
|
-11,183
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$124K
|
-10,300
|
Closed
|
|
