|
1
|
Matisse Capital
Portland,
Oregon
|
$6.01M
|
+$4.96M
|
+286,930
|
+310%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$5.2M
|
+$5.68M
|
+328,169
|
New
|
|
|
3
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.39M
|
-$164K
|
-9,488
|
-3%
|
|
|
4
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2.43M
|
-$220K
|
-12,734
|
-8%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$2M
|
-$45.3K
|
-2,617
|
-2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.22M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$931K
|
+$427K
|
+24,693
|
+72%
|
|
|
8
|
Boys Arnold & Co
Asheville,
North Carolina
|
$684K
|
-$101K
|
-5,852
|
-12%
|
|
|
9
|
Yakira Capital Management
Westport,
Connecticut
|
$418K
|
-$108K
|
-6,259
|
-19%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$385K
|
+$420K
|
+24,287
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$335K
|
-$51.3K
|
-2,967
|
-12%
|
|
|
12
|
Centric Wealth Management
Chicago,
Illinois
|
$221K
|
-$978K
|
-56,526
|
-83%
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$199K
|
-$3.81K
|
-220
|
-2%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$198K
|
+$3.2K
|
+185
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14K
|
-$54.5K
|
-3,153
|
-79%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
+$3.01K
|
+174
|
New
|
|
|
17
|
|
$3K
|
+$3.46K
|
+200
|
New
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.76K
|
-$277
|
-16
|
-8%
|
|
|
19
|
DWM Financial Group
Palatine,
Illinois
|
–
|
-$2.58M
|
-144,206
|
Closed
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$1.78M
|
-99,760
|
Closed
|
|
|
21
|
Family Management
New York
|
–
|
-$578K
|
-32,336
|
Closed
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$218K
|
-12,231
|
Closed
|
|
|
23
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$105K
|
-5,870
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$38K
|
-2,109
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$33K
|
-1,843
|
Closed
|
|
