|
1
|
Bank of America
Charlotte,
North Carolina
|
$70M
|
+$5.21M
|
+257,385
|
+8%
|
|
|
2
|
|
$58.5M
|
-$6.22M
|
-307,610
|
-9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$49.1M
|
+$4.49M
|
+221,838
|
+10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
-$2.18M
|
-108,005
|
-14%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$9.61M
|
+$10.1M
|
+500,048
|
New
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$7.12M
|
+$7.49M
|
+370,242
|
New
|
|
|
7
|
Logan Stone Capital
Chicago,
Illinois
|
$2.34M
|
+$2.46M
|
+121,691
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$2.16M
|
+106,690
|
+10,669%
|
|
|
9
|
|
$2M
|
-$48.1K
|
-2,376
|
-2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
+$2.71K
|
+134
|
+0.2%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.55M
|
–
|
–
|
–
|
|
|
12
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.52M
|
+$1.6M
|
+79,275
|
New
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$1.13M
|
+$167K
|
+8,244
|
+16%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$1.1M
|
-$86.2K
|
-4,261
|
-7%
|
|
|
15
|
Readystate Asset Management
Chicago,
Illinois
|
$1.02M
|
+$1.07M
|
+53,136
|
New
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$994K
|
+$655K
|
+32,388
|
+168%
|
|
|
17
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$961K
|
+$1.01M
|
+50,000
|
New
|
|
|
18
|
Oppenheimer & Co
New York
|
$951K
|
+$105K
|
+5,183
|
+12%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$932K
|
-$93.8K
|
-4,636
|
-9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$893K
|
+$194K
|
+9,577
|
+26%
|
|
|
21
|
|
$888K
|
+$934K
|
+46,195
|
New
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$700K
|
+$41.6K
|
+2,055
|
+6%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$618K
|
+$1.76K
|
+87
|
+0.3%
|
|
|
24
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$604K
|
+$636K
|
+31,435
|
New
|
|
|
25
|
|
$478K
|
+$503K
|
+24,886
|
New
|
|
