|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$48.1M
|
+$48.8M
|
+508,835
|
New
|
|
|
2
|
Arden Trust
Wilmington,
Delaware
|
$22.1M
|
+$1.92M
|
+20,043
|
+9%
|
|
|
3
|
|
$16.1M
|
+$935K
|
+9,749
|
+6%
|
|
|
4
|
Magnus Financial Group
New York
|
$13.1M
|
+$13.2M
|
+138,106
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$2.74M
|
+$2.78M
|
+28,960
|
New
|
|
|
6
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$2.32M
|
+$2.35M
|
+24,496
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.07M
|
+$1.13M
|
+11,780
|
+117%
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.23M
|
+$1.25M
|
+13,033
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$674K
|
+7,023
|
+146%
|
|
|
10
|
Fiduciary Group
Savannah,
Georgia
|
$368K
|
+$374K
|
+3,897
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$311K
|
+$315K
|
+3,287
|
New
|
|
|
12
|
Raymond James Trust
St. Petersburg,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
14
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$5.48M
|
-57,000
|
Closed
|
|
|
15
|
|
–
|
-$2.12M
|
-22,054
|
Closed
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.92M
|
-19,950
|
Closed
|
|
|
17
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
–
|
-$71K
|
-742
|
Closed
|
|
