Pathstone Holdings
|
790k
|
$9.7M
|
100%
|
Dec 2023
|
|
City of London Investment Management Company
|
611k
|
$7.5M
|
9%
|
Dec 2023
|
|
Commonwealth Equity Services
|
469k
|
$5.8M
|
13%
|
Dec 2023
|
|
Advisors Asset Management
|
467k
|
$5.8M
|
-17%
|
Dec 2023
|
|
Capital Investment Advisors
|
462k
|
$6.0M
|
-6%
|
Mar 2024
|
|
Guggenheim Capital, LLC Managers
|
337k
|
$4.1M
|
3%
|
Dec 2023
|
|
Raymond James & Associates
|
323k
|
$4.2M
|
14%
|
Mar 2024
|
|
Foundations Investment Advisors
|
263k
|
$3.3M
|
14%
|
Dec 2023
|
|
Baird Financial
|
234k
|
$2.9M
|
3%
|
Dec 2023
|
|
Steel Peak Wealth Management
|
224k
|
$2.9M
|
100%
|
Mar 2024
|
|
Advisor Group Holdings
|
216k
|
$2.7M
|
-14%
|
Dec 2023
|
|
Private Advisor
|
197k
|
$2.4M
|
0%
|
Dec 2023
|
|
UBS Group
|
181k
|
$2.2M
|
2%
|
Dec 2023
|
|
Royal Bank of Canada
|
168k
|
$2.1M
|
3%
|
Dec 2023
|
|
Wells Fargo & Company
|
147k
|
$1.8M
|
-21%
|
Dec 2023
|
|
Shaker Financial Services
|
144k
|
$1.8M
|
39%
|
Dec 2023
|
|
Vivaldi Capital Management
|
138k
|
$1.8M
|
-36%
|
Dec 2023
|
|
CNH Partners
|
130k
|
$1.6M
|
608%
|
Dec 2023
|
|
Rivernorth Capital Management
|
126k
|
$1.6M
|
-5%
|
Dec 2023
|
|
Raymond James Financial Services Advisors
|
118k
|
$1.5M
|
0%
|
Mar 2024
|
|
Brown Advisory Holdings Incorporated
|
114k
|
$1.5M
|
0%
|
Mar 2024
|
|
Landscape Capital Management
|
96k
|
$1.2M
|
100%
|
Dec 2023
|
|
Steward Partners Investment Advisory
|
95k
|
$1.2M
|
-29%
|
Dec 2023
|
|
Marks Group Wealth Management
|
89k
|
$1.1M
|
0%
|
Dec 2023
|
|
Bank of America Corporation
|
71k
|
$868k
|
-2%
|
Dec 2023
|
|
Fiera Capital Corporation
|
62k
|
$760k
|
0%
|
Dec 2023
|
|
Aviance Capital Partners
|
54k
|
$700k
|
-4%
|
Mar 2024
|
|
Edmonds Duncan Registered Investment Advisors
|
49k
|
$636k
|
3%
|
Mar 2024
|
|
Western Wealth Management
|
47k
|
$584k
|
-11%
|
Dec 2023
|
|
Stolper
|
38k
|
$492k
|
12%
|
Mar 2024
|
|
Hilton Capital Management
|
37k
|
$460k
|
-69%
|
Dec 2023
|
|
Robinson Capital Management
|
37k
|
$456k
|
6%
|
Dec 2023
|
|
Investment Partners Asset Management
|
35k
|
$456k
|
4%
|
Mar 2024
|
|
InterOcean Capital Group
|
32k
|
$394k
|
5%
|
Dec 2023
|
|
CI Private Wealth
|
25k
|
$302k
|
3%
|
Dec 2023
|
|
Darren Munn
|
22k
|
$269k
|
-14%
|
Dec 2023
|
|
Concurrent Investment Advisors
|
22k
|
$268k
|
100%
|
Dec 2023
|
|
AEGON USA Investment Management
|
21k
|
$258k
|
0%
|
Dec 2023
|
|
Mesirow Financial Investment Management International Equity
|
19k
|
$251k
|
100%
|
Mar 2024
|
|
Wayne Hummer Investments
|
19k
|
$230k
|
14%
|
Dec 2023
|
|
Raymond James Trust
|
18k
|
$236k
|
-15%
|
Mar 2024
|
|
International Assets Investment Management
|
16k
|
$203k
|
0%
|
Mar 2024
|
|
Mariner Wealth Advisors
|
14k
|
$173k
|
-4%
|
Dec 2023
|
|
Future Financial Wealth Managment
|
13k
|
$166k
|
0%
|
Mar 2024
|
|
Janney Montgomery Scott
|
12k
|
$151k
|
-28%
|
Dec 2023
|
|
Stonebrook Private
|
12k
|
$150k
|
100%
|
Dec 2023
|
|
Prime Capital Investment Advisors
|
10k
|
$128k
|
-16%
|
Dec 2023
|
|
Cambridge Investment Research Advisors
|
10k
|
$134k
|
100%
|
Mar 2024
|
|
Nomura Holdings
|
10k
|
$126k
|
100%
|
Dec 2023
|
|
Pnc Financial Services
|
10k
|
$124k
|
211%
|
Dec 2023
|
|
Elequin Capital
|
9.3k
|
$115k
|
259%
|
Dec 2023
|
|
Wolverine Asset Management
|
6.7k
|
$82k
|
100%
|
Dec 2023
|
|
FSA Wealth Management
|
4.8k
|
$59k
|
100%
|
Dec 2023
|
|
Optimum Investment Advisors
|
3.3k
|
$42k
|
0%
|
Mar 2024
|
|
VisionPoint Advisory Group
|
3.1k
|
$38k
|
0%
|
Dec 2023
|
|
Principal Securities
|
2.7k
|
$33k
|
100%
|
Dec 2023
|
|
Householder Group Estate & Retirement Specialist
|
2.1k
|
$26k
|
-59%
|
Dec 2023
|
|
Advisory Services Network
|
1.4k
|
$17k
|
100%
|
Dec 2023
|
|
Harbour Investments
|
1.0k
|
$12k
|
0%
|
Dec 2023
|
|
Spire Wealth Management
|
913.00
|
$12k
|
0%
|
Mar 2024
|
|
Raleigh Capital Management
|
750.00
|
$9.2k
|
0%
|
Dec 2023
|
|
GPS Wealth Strategies Group
|
525.00
|
$6.5k
|
0%
|
Dec 2023
|
|
Thomas J. Herzfeld Advisors
|
220.00
|
$2.7k
|
100%
|
Dec 2023
|
|
Huntington National Bank
|
2.00
|
$25.000000
|
0%
|
Dec 2023
|
|