|
1
|
Karpus Investment Management
Pittsford,
New York
|
$31.5M
|
-$302K
|
-20,100
|
-1%
|
|
|
2
|
Eaton Vance Management
Boston,
Massachusetts
|
$5.74M
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$155K
|
-10,301
|
-5%
|
|
|
4
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.18M
|
+$5.67K
|
+377
|
+0.2%
|
|
|
5
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$3M
|
-$9.57K
|
-637
|
-0.3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.97M
|
-$217K
|
-14,456
|
-7%
|
|
|
7
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.32M
|
-$45.1K
|
-3,000
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
–
|
–
|
–
|
|
|
9
|
|
$1.24M
|
-$260K
|
-17,274
|
-17%
|
|
|
10
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$1.09M
|
-$124K
|
-8,267
|
-10%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$978K
|
+$144K
|
+9,557
|
+17%
|
|
|
12
|
Roundview Capital
Princeton,
New Jersey
|
$843K
|
-$674K
|
-44,850
|
-44%
|
|
|
13
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$798K
|
–
|
–
|
–
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$776K
|
-$47.7K
|
-3,175
|
-6%
|
|
|
15
|
Lantz Financial
Naperville,
Illinois
|
$770K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$673K
|
-$120K
|
-7,953
|
-15%
|
|
|
17
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$664K
|
+$661
|
+44
|
+0.1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$642K
|
+$60
|
+4
|
+0%
|
|
|
19
|
Magnus Financial Group
New York
|
$568K
|
-$75.1K
|
-4,998
|
-12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$557K
|
-$27.8K
|
-1,853
|
-5%
|
|
|
21
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$498K
|
+$113K
|
+7,500
|
+56%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$481K
|
+$74.8K
|
+4,976
|
+18%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$443K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$408K
|
-$83.7K
|
-5,569
|
-17%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$401K
|
+$86.5K
|
+5,758
|
+28%
|
|
