|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$6.71M
|
+$47.9K
|
+3,879
|
+0.8%
|
|
|
2
|
|
$6.07M
|
-$201K
|
-16,267
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.12M
|
+$3.4M
|
+275,047
|
+235%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$4.33M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.65M
|
-$175K
|
-14,182
|
-5%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$2.31M
|
+$609K
|
+49,303
|
+39%
|
|
|
7
|
Aristides Capital
Louisville,
Kentucky
|
$1.45M
|
-$90.8K
|
-7,355
|
-6%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.43M
|
+$723K
|
+58,555
|
+116%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$949K
|
-$212K
|
-17,130
|
-19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$805K
|
-$219K
|
-17,714
|
-22%
|
|
|
11
|
6 Meridian
Wichita,
Kansas
|
$805K
|
+$119K
|
+9,608
|
+18%
|
|
|
12
|
Wealth Alliance
Mellville,
New York
|
$612K
|
+$579K
|
+46,873
|
New
|
|
|
13
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$545K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$509K
|
-$263K
|
-21,297
|
-35%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$500K
|
+$473K
|
+38,318
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$496K
|
-$53.3K
|
-4,318
|
-10%
|
|
|
17
|
Oppenheimer & Co
New York
|
$373K
|
+$87.3K
|
+7,068
|
+33%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$364K
|
-$98.8K
|
-8,000
|
-22%
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$296K
|
+$280K
|
+22,700
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$278K
|
+$10.5K
|
+848
|
+4%
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$241K
|
+$370
|
+30
|
+0.2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$136K
|
+$129K
|
+10,440
|
New
|
|
|
23
|
TFO Wealth Partners
Maumee,
Ohio
|
$65K
|
+$61.7K
|
+5,000
|
New
|
|
|
24
|
FNY Investment Advisers
New York
|
$58K
|
+$55.6K
|
+4,500
|
New
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
+$14.8K
|
+1,200
|
New
|
|
