|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
+$3.45M
|
+47,500
|
+16%
|
|
|
2
|
Aequim Alternative Investments
Mill Valley,
California
|
$20.7M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$3.76M
|
+51,821
|
+37%
|
|
|
4
|
|
$12.1M
|
+$1.16M
|
+16,053
|
+10%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$11.7M
|
-$1.42M
|
-19,635
|
-10%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.52M
|
+$2.08M
|
+28,624
|
+25%
|
|
|
7
|
Infrastructure Capital Advisors
New York
|
$8.63M
|
+$686K
|
+9,455
|
+8%
|
|
|
8
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.72M
|
–
|
–
|
–
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$2.4M
|
+$991K
|
+13,661
|
+61%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.15M
|
–
|
–
|
–
|
|
|
11
|
Atria Wealth Solutions
New York
|
$259K
|
+$6.6K
|
+91
|
+2%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
+$59.1K
|
+815
|
+32%
|
|
|
14
|
|
$219K
|
-$3.07M
|
-42,300
|
-93%
|
|
|
15
|
|
$169K
|
-$4.57M
|
-63,048
|
-96%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$3.19K
|
+44
|
+2%
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$33.2K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
19
|
|
$7.44K
|
-$363K
|
-5,000
|
-98%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$6.64K
|
-$186K
|
-2,558
|
-96%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.98K
|
+$4.35K
|
+60
|
New
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$3.36M
|
-42,205
|
Closed
|
|
|
24
|
|
–
|
-$1.03M
|
-12,982
|
Closed
|
|
|
25
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$807K
|
-10,146
|
Closed
|
|
