|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.6M
|
-$302K
|
-21,441
|
-1%
|
|
|
2
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.66M
|
-$285K
|
-20,240
|
-7%
|
|
|
3
|
CSS LLC
Chicago,
Illinois
|
$2.97M
|
-$820K
|
-58,183
|
-22%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.96M
|
-$1.59M
|
-113,135
|
-35%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$2.31M
|
+$1.39M
|
+98,584
|
+148%
|
|
|
6
|
|
$1.65M
|
-$247K
|
-17,566
|
-13%
|
|
|
7
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.38M
|
+$1.39M
|
+98,765
|
New
|
|
|
8
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.31M
|
+$75.8K
|
+5,382
|
+6%
|
|
|
9
|
GatePass Capital
Independence,
Ohio
|
$1.17M
|
+$1.18M
|
+83,482
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$453K
|
+$457K
|
+32,434
|
New
|
|
|
11
|
|
$446K
|
–
|
–
|
–
|
|
|
12
|
Jefferies Financial Group
New York
|
$439K
|
+$443K
|
+31,414
|
New
|
|
|
13
|
CF Capital
Cohasset,
Massachusetts
|
$402K
|
+$406K
|
+28,787
|
New
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$364K
|
-$67.6K
|
-4,798
|
-16%
|
|
|
15
|
Oppenheimer & Co
New York
|
$333K
|
+$336K
|
+23,831
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$328K
|
+$331K
|
+23,489
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$324K
|
+$38.9K
|
+2,763
|
+14%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$254K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$238K
|
–
|
–
|
–
|
|
|
20
|
Bay Colony Advisors
Concord,
Massachusetts
|
$227K
|
+$67.4K
|
+4,784
|
+42%
|
|
|
21
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$203K
|
-$25K
|
-1,774
|
-11%
|
|
|
23
|
Patron Partners
Houston,
Texas
|
$202K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$200K
|
-$1.4K
|
-99
|
-0.7%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$194K
|
+$195K
|
+13,866
|
New
|
|
