|
1
|
|
$114M
|
-$19.7M
|
-250,971
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.9M
|
-$3.4M
|
-43,323
|
-6%
|
|
|
3
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$26M
|
-$1.96M
|
-25,000
|
-7%
|
|
|
4
|
Avalon Trust
Santa Fe,
New Mexico
|
$23.2M
|
-$173K
|
-2,200
|
-0.8%
|
|
|
5
|
|
$12.9M
|
-$3.53M
|
-45,051
|
-22%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.2M
|
-$236K
|
-3,006
|
-2%
|
|
|
7
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$11.6M
|
-$111K
|
-1,410
|
-1%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.6M
|
-$475K
|
-6,056
|
-4%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$8.28M
|
-$11.8M
|
-150,004
|
-60%
|
|
|
10
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.94M
|
+$3.88M
|
+49,423
|
+101%
|
|
|
11
|
Verity & Verity
Beaufort,
South Carolina
|
$7.77M
|
+$7.49M
|
+95,555
|
New
|
|
|
12
|
Phoenix Financial
Givatayim,
Israel
|
$7.3M
|
-$2.07M
|
-26,403
|
-23%
|
|
|
13
|
|
$7.24M
|
-$537K
|
-6,854
|
-7%
|
|
|
14
|
Valicenti Advisory Services
Elmira,
New York
|
$6.03M
|
-$425K
|
-5,423
|
-7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.59M
|
+$232K
|
+2,964
|
+5%
|
|
|
16
|
|
$4.28M
|
+$4.13M
|
+52,649
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$4M
|
+$1.93M
|
+24,656
|
+101%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$3.84M
|
-$131K
|
-1,665
|
-3%
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.82M
|
+$3.68M
|
+46,927
|
New
|
|
|
20
|
|
$3.78M
|
+$1.48M
|
+18,884
|
+69%
|
|
|
21
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.22M
|
+$326K
|
+4,155
|
+12%
|
|
|
22
|
Private Advisory Group
Redmond,
Washington
|
$3.22M
|
+$98.6K
|
+1,258
|
+3%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.96M
|
-$253K
|
-3,227
|
-8%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.96M
|
-$253K
|
-3,227
|
-8%
|
|
|
25
|
Equitable Holdings
New York
|
$2.29M
|
+$587K
|
+7,485
|
+36%
|
|
