|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$3.1M
|
-$30.2K
|
-2,301
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
+$794K
|
+60,450
|
+41%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.54M
|
-$18.8K
|
-1,430
|
-0.8%
|
|
|
4
|
Mackay Shields LLC
New York
|
$1.45M
|
+$508K
|
+38,694
|
+56%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$1.2M
|
-$555K
|
-42,255
|
-32%
|
|
|
6
|
|
$1.11M
|
+$160K
|
+12,223
|
+17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
+$113K
|
+8,629
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$874K
|
-$161K
|
-12,290
|
-16%
|
|
|
9
|
Focused Wealth Management
Newburgh,
New York
|
$774K
|
+$263
|
+20
|
+0%
|
|
|
10
|
|
$630K
|
-$65.6K
|
-5,000
|
-10%
|
|
|
11
|
Claybrook Capital
Wellesley,
Massachusetts
|
$569K
|
-$4.06M
|
-309,580
|
-88%
|
|
|
12
|
|
$560K
|
-$114K
|
-8,689
|
-17%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$551K
|
–
|
–
|
–
|
|
|
14
|
Edgewood Management
Greenwich,
Connecticut
|
$473K
|
–
|
–
|
–
|
|
|
15
|
|
$325K
|
+$25.1K
|
+1,909
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$321K
|
+$97.1K
|
+7,398
|
+45%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$260K
|
–
|
–
|
–
|
|
|
18
|
Platform Technology Partners
New York
|
$241K
|
+$3.26K
|
+248
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$230K
|
-$26.1K
|
-1,985
|
-10%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$203K
|
+$65.6K
|
+5,000
|
+50%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$196K
|
+$6.73K
|
+513
|
+4%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$179K
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$162K
|
+$748
|
+57
|
+0.5%
|
|
|
24
|
Kore Private Wealth
New York
|
$81K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$62K
|
–
|
–
|
–
|
|
