|
1
|
Karpus Investment Management
Pittsford,
New York
|
$16.3M
|
-$23.7K
|
-1,600
|
-0.1%
|
|
|
2
|
|
$2.65M
|
-$85.4K
|
-5,755
|
-3%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.58M
|
+$51.9K
|
+3,500
|
+3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$983K
|
+$202K
|
+13,637
|
+26%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$956K
|
-$217K
|
-14,644
|
-19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$781K
|
-$52.4K
|
-3,528
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$779K
|
-$72.7K
|
-4,898
|
-9%
|
|
|
8
|
Roundview Capital
Princeton,
New Jersey
|
$765K
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$732K
|
–
|
–
|
–
|
|
|
10
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$637K
|
–
|
–
|
–
|
|
|
11
|
Menlo Advisors
Menlo Park,
California
|
$632K
|
–
|
–
|
–
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$392K
|
+$390K
|
+26,288
|
New
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$391K
|
+$389K
|
+26,213
|
New
|
|
|
14
|
Avitas Wealth Management
Los Angeles,
California
|
$364K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$312K
|
-$81.6K
|
-5,500
|
-21%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$275K
|
+$273K
|
+18,412
|
New
|
|
|
17
|
WBH Advisory
Baltimore,
Maryland
|
$264K
|
+$263K
|
+17,700
|
New
|
|
|
18
|
Covington Capital Management
Los Angeles,
California
|
$45K
|
–
|
–
|
–
|
|
|
19
|
Harrington Investments
Napa,
California
|
$30K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
21
|
Bank of New York Mellon
New York
|
–
|
-$263K
|
-17,811
|
Closed
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
–
|
-$12K
|
-787
|
Closed
|
|
