|
1
|
|
$11.4M
|
-$928K
|
-34,080
|
-8%
|
|
|
2
|
Karp Capital Management
Sausalito,
California
|
$5.59M
|
+$664K
|
+24,378
|
+16%
|
|
|
3
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$4.6M
|
+$4.07M
|
+149,427
|
New
|
|
|
4
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.4M
|
+$38.8K
|
+1,425
|
+1%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.94M
|
-$150K
|
-5,505
|
-4%
|
|
|
6
|
Terra Nova Asset Management
New York
|
$2.09M
|
+$890K
|
+32,688
|
+93%
|
|
|
7
|
SG Americas Securities
New York
|
$1.93M
|
+$286K
|
+10,500
|
+20%
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.84M
|
+$964K
|
+35,400
|
+146%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$7.68K
|
-282
|
-0.5%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.09M
|
-$67.5K
|
-2,478
|
-7%
|
|
|
11
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.03M
|
+$907K
|
+33,312
|
New
|
|
|
12
|
Timber Hill
Greenwich,
Connecticut
|
$885K
|
-$69.5K
|
-2,553
|
-8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$882K
|
-$412K
|
-15,120
|
-35%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$735K
|
–
|
–
|
–
|
|
|
15
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$698K
|
+$617K
|
+22,668
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$668K
|
-$57.8K
|
-2,124
|
-9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$638K
|
+$427K
|
+15,696
|
+313%
|
|
|
18
|
Sanders Morris Harris
Houston,
Texas
|
$603K
|
+$533K
|
+19,560
|
New
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$601K
|
–
|
–
|
–
|
|
|
20
|
|
$548K
|
-$1.5M
|
-55,035
|
-76%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$512K
|
–
|
–
|
–
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$462K
|
-$188K
|
-6,894
|
-31%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$462K
|
–
|
–
|
–
|
|
|
24
|
Virtu KCG Holdings
New York
|
$453K
|
-$75.3K
|
-2,766
|
-16%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$384K
|
–
|
–
|
–
|
|
