|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.9M
|
-$860K
|
-60,776
|
-4%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$4.13M
|
+$2.81M
|
+198,505
|
+246%
|
|
|
3
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.82M
|
+$15.9K
|
+1,122
|
+0.4%
|
|
|
4
|
CSS LLC
Chicago,
Illinois
|
$1.83M
|
-$733K
|
-51,814
|
-30%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$1.78M
|
+$34K
|
+2,401
|
+2%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.64M
|
+$96.7K
|
+6,837
|
+7%
|
|
|
7
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
8
|
GatePass Capital
Independence,
Ohio
|
$1.38M
|
-$381K
|
-26,955
|
-22%
|
|
|
9
|
|
$1.1M
|
-$678K
|
-47,947
|
-39%
|
|
|
10
|
|
$488K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$483K
|
+$30.8K
|
+2,179
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$405K
|
+$29.2K
|
+2,063
|
+8%
|
|
|
13
|
Oppenheimer & Co
New York
|
$399K
|
+$14.8K
|
+1,047
|
+4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$362K
|
+$56.4K
|
+3,989
|
+20%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$334K
|
+$44.4K
|
+3,140
|
+16%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$317K
|
-$3.71K
|
-262
|
-1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$299K
|
+$538
|
+38
|
+0.2%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$269K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$252K
|
–
|
–
|
–
|
|
|
20
|
NBC Securities
Birmingham,
Alabama
|
$249K
|
+$1.98K
|
+140
|
+0.8%
|
|
|
21
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
22
|
NWF Advisory Services
Los Angeles,
California
|
$228K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$222K
|
-$1.32K
|
-93
|
-0.6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
+$580
|
+41
|
+0.3%
|
|
|
25
|
Patron Partners
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
