|
1
|
|
$17.5M
|
+$5M
|
+310,364
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.31M
|
+$1.05M
|
+65,184
|
+36%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
+$1.45M
|
+90,176
|
+61%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.95M
|
+$292K
|
+18,135
|
+14%
|
|
|
5
|
Saba Capital Management
New York
|
$1.52M
|
+$1.83M
|
+113,438
|
New
|
|
|
6
|
Family Management
New York
|
$1.42M
|
+$1.71M
|
+106,410
|
New
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.19M
|
-$283K
|
-17,553
|
-16%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$880K
|
-$790K
|
-49,081
|
-43%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$402K
|
+$20.7K
|
+1,284
|
+4%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$279K
|
+$336K
|
+20,850
|
New
|
|
|
11
|
|
$218K
|
+$262K
|
+16,286
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$162K
|
+$195K
|
+12,123
|
New
|
|
|
13
|
Hightower 6M Holding
Wichita,
Kansas
|
$141K
|
+$170K
|
+10,547
|
New
|
|
|
14
|
|
$84K
|
+$85.7K
|
+5,324
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33K
|
+$34.8K
|
+2,160
|
+581%
|
|
|
16
|
|
$33K
|
+$40.3K
|
+2,500
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$6K
|
+$1.85K
|
+115
|
+155%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$4K
|
+$4.83K
|
+300
|
New
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$3K
|
+$3.09K
|
+192
|
New
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
+$1.43K
|
+89
|
New
|
|
|
21
|
Almitas Capital
Santa Monica,
California
|
–
|
-$160K
|
-9,922
|
Closed
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$6K
|
-352
|
Closed
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
+$161
|
+10
|
New
|
|
