|
1
|
|
$37M
|
-$3.48M
|
-196,009
|
-8%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$26.6M
|
+$1.42M
|
+79,980
|
+5%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$22M
|
+$778K
|
+43,759
|
+4%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.6M
|
-$413K
|
-23,250
|
-2%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$15.1M
|
+$357K
|
+20,106
|
+2%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$12.3M
|
+$1.13M
|
+63,439
|
+10%
|
|
|
7
|
CSS LLC
Chicago,
Illinois
|
$7.9M
|
–
|
–
|
–
|
|
|
8
|
GatePass Capital
Independence,
Ohio
|
$7.36M
|
-$72.3K
|
-4,065
|
-0.9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.29M
|
+$580K
|
+32,601
|
+8%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.75M
|
+$92K
|
+5,175
|
+1%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6M
|
+$419K
|
+23,572
|
+7%
|
|
|
12
|
|
$5.06M
|
+$1.24M
|
+70,000
|
+31%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$4.9M
|
+$3.16M
|
+177,849
|
+164%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.77M
|
+$23.5K
|
+1,320
|
+0.5%
|
|
|
15
|
Quantedge Capital
Singapore
|
$4.37M
|
+$436K
|
+24,500
|
+11%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$3.81M
|
+$75.3K
|
+4,234
|
+2%
|
|
|
17
|
Matisse Capital
Portland,
Oregon
|
$3.69M
|
+$640K
|
+36,000
|
+20%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.54M
|
-$20.3K
|
-1,140
|
-0.5%
|
|
|
19
|
SRH Advisors
Salina,
Kansas
|
$3.23M
|
+$2.72K
|
+153
|
+0.1%
|
|
|
20
|
Winning Points Advisors
Boca Raton,
Florida
|
$3.11M
|
-$36.3K
|
-2,039
|
-1%
|
|
|
21
|
RPO LLC
Stamford,
Connecticut
|
$3.06M
|
+$178K
|
+10,000
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.91M
|
-$441K
|
-24,792
|
-13%
|
|
|
23
|
Evolve Private Wealth
Los Angeles,
California
|
$2.72M
|
-$12.6K
|
-710
|
-0.4%
|
|
|
24
|
Kingdom Financial Group
Peoria,
Arizona
|
$2.65M
|
+$5.81K
|
+327
|
+0.2%
|
|
|
25
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.65M
|
+$2.75M
|
+154,836
|
New
|
|
