|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
+$307K
|
+5,000
|
+1%
|
|
|
2
|
Aequim Alternative Investments
Mill Valley,
California
|
$13.5M
|
-$4.61M
|
-75,000
|
-24%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.5M
|
+$4.67M
|
+76,059
|
+53%
|
|
|
4
|
|
$10.8M
|
+$431K
|
+7,023
|
+4%
|
|
|
5
|
Infrastructure Capital Advisors
New York
|
$8.7M
|
+$1.37M
|
+22,374
|
+17%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$6.72M
|
-$3.67M
|
-59,780
|
-34%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.67M
|
-$4.5M
|
-73,275
|
-39%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$4.91M
|
+$5.1M
|
+83,000
|
+2,128%
|
|
|
9
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.2M
|
–
|
–
|
–
|
|
|
10
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.99M
|
-$74K
|
-1,205
|
-3%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.85M
|
–
|
–
|
–
|
|
|
12
|
|
$823K
|
+$878K
|
+14,288
|
+12,757%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$799
|
+13
|
+0.7%
|
|
|
14
|
|
$78.7K
|
-$73.8K
|
-1,201
|
-47%
|
|
|
15
|
Chicago Capital Management
Chicago,
Illinois
|
$57.8K
|
+$1.15M
|
+18,690
|
New
|
|
|
16
|
Summit Securities Group
New York
|
$46K
|
+$49.2K
|
+800
|
New
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$28.6K
|
–
|
–
|
–
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$21K
|
+$22.7K
|
+370
|
New
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.43K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Atria Wealth Solutions
New York
|
–
|
-$259K
|
-3,893
|
Closed
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$225K
|
-3,395
|
Closed
|
|
|
23
|
|
–
|
-$219K
|
-3,300
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$6.64K
|
-100
|
Closed
|
|
