|
1
|
|
$28.8M
|
+$5.07M
|
+350,342
|
+19%
|
|
|
2
|
Saba Capital Management
New York
|
$4.17M
|
-$1.94M
|
-134,213
|
-30%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.42M
|
+$48.4K
|
+3,345
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.37M
|
-$70.3K
|
-4,856
|
-3%
|
|
|
5
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.67M
|
-$351K
|
-24,254
|
-16%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$113K
|
+7,815
|
+10%
|
|
|
7
|
Family Management
New York
|
$934K
|
-$459K
|
-31,677
|
-31%
|
|
|
8
|
City of London Investment Management
London,
United Kingdom
|
$833K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$695K
|
+$95.3K
|
+6,581
|
+15%
|
|
|
10
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$522K
|
+$564K
|
+38,958
|
New
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$420K
|
-$47.1K
|
-3,257
|
-9%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$319K
|
+$42.3K
|
+2,925
|
+14%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$315K
|
-$11K
|
-757
|
-3%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$268K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$222K
|
+$136K
|
+9,382
|
+131%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$189K
|
+$28K
|
+1,936
|
+16%
|
|
|
17
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$182K
|
-$42K
|
-2,900
|
-18%
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$119K
|
-$1.89M
|
-130,722
|
-94%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.1K
|
+$11.3K
|
+783
|
+17%
|
|
|
20
|
Matthew Hamilton Rosenberg
|
$13.4K
|
–
|
–
|
–
|
|
|
21
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4.65K
|
+$5.02K
|
+347
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$1.34K
|
+$1.45K
|
+100
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$134
|
–
|
–
|
–
|
|
|
24
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$975K
|
-72,307
|
Closed
|
|
|
25
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
–
|
-$53.9K
|
-4,000
|
Closed
|
|
