|
1
|
Atlas Wealth
Cincinnati,
Ohio
|
$62.9M
|
+$62M
|
+3,511,313
|
New
|
|
|
2
|
|
$37.1M
|
-$1.63M
|
-92,019
|
-4%
|
|
|
3
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$28.2M
|
+$313K
|
+17,738
|
+1%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$24.1M
|
+$1.06M
|
+60,000
|
+5%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$16.1M
|
+$238K
|
+13,500
|
+2%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$16M
|
-$324K
|
-18,321
|
-2%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$15.3M
|
+$2.33M
|
+131,729
|
+18%
|
|
|
8
|
CSS LLC
Chicago,
Illinois
|
$8.27M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8M
|
+$363K
|
+20,583
|
+5%
|
|
|
10
|
GatePass Capital
Independence,
Ohio
|
$7.94M
|
+$230K
|
+13,005
|
+3%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$7.22M
|
+$23.5K
|
+1,328
|
+0.3%
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6.69M
|
+$408K
|
+23,084
|
+7%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$5.35M
|
+$216K
|
+12,228
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.12M
|
+$130K
|
+7,368
|
+3%
|
|
|
15
|
|
$4.58M
|
-$706K
|
-40,000
|
-14%
|
|
|
16
|
Quantedge Capital
Singapore
|
$4.39M
|
-$185K
|
-10,500
|
-4%
|
|
|
17
|
Matisse Capital
Portland,
Oregon
|
$4.05M
|
+$177K
|
+10,000
|
+5%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.83M
|
+$123K
|
+6,960
|
+3%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$3.66M
|
-$322K
|
-18,256
|
-8%
|
|
|
20
|
RPO LLC
Stamford,
Connecticut
|
$3.2M
|
–
|
–
|
–
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$3.19M
|
+$1.5M
|
+84,935
|
+91%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
+$390K
|
+22,101
|
+15%
|
|
|
23
|
Winning Points Advisors
Boca Raton,
Florida
|
$3.08M
|
-$178K
|
-10,058
|
-6%
|
|
|
24
|
SRH Advisors
Salina,
Kansas
|
$2.95M
|
-$426K
|
-24,104
|
-13%
|
|
|
25
|
Kingdom Financial Group
Peoria,
Arizona
|
$2.92M
|
+$145K
|
+8,225
|
+5%
|
|
