|
1
|
Karpus Investment Management
Pittsford,
New York
|
$13.6M
|
+$4.21M
|
+790,130
|
+47%
|
|
|
2
|
Cornerstone Advisors
Asheville,
North Carolina
|
$9.06M
|
+$4.31M
|
+807,460
|
+96%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$7.15M
|
+$1.55M
|
+291,124
|
+29%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.18M
|
+$365K
|
+68,503
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
-$119K
|
-22,267
|
-5%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.27M
|
+$1.75M
|
+327,257
|
+378%
|
|
|
7
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.16M
|
+$1.11M
|
+207,549
|
+112%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$1.6M
|
+$1.39M
|
+261,188
|
+845%
|
|
|
9
|
Flow State Investments
Chicago,
Illinois
|
$971K
|
+$297K
|
+55,642
|
+46%
|
|
|
10
|
|
$804K
|
+$614K
|
+115,175
|
+369%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$511K
|
+$39.3K
|
+7,371
|
+9%
|
|
|
12
|
Quantum Private Wealth
Tampa,
Florida
|
$406K
|
-$80K
|
-15,000
|
-17%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$404K
|
+$20.8K
|
+3,909
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$401K
|
+$28K
|
+5,250
|
+8%
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$336K
|
+$2.81K
|
+526
|
+0.9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$333K
|
+$51.9K
|
+9,730
|
+19%
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$331K
|
+$4.27K
|
+800
|
+1%
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$298K
|
-$17.6K
|
-3,294
|
-6%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$295K
|
+$7.15K
|
+1,341
|
+3%
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$282K
|
+$14.3K
|
+2,675
|
+5%
|
|
|
21
|
|
$265K
|
-$61K
|
-11,448
|
-19%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$262K
|
-$1.97K
|
-369
|
-0.8%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$245K
|
+$103K
|
+19,314
|
+76%
|
|
|
24
|
Calamos Advisors
Naperville,
Illinois
|
$236K
|
+$229K
|
+42,983
|
New
|
|
|
25
|
LifePro Asset Management
San Diego,
California
|
$214K
|
+$208K
|
+38,999
|
New
|
|
