|
1
|
|
$102M
|
+$4.8M
|
+407,762
|
+5%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$15.7M
|
+$1.65M
|
+140,321
|
+12%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$15.4M
|
+$1.66M
|
+141,215
|
+12%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$14.6M
|
-$58.3K
|
-4,956
|
-0.4%
|
|
|
5
|
Lazard Asset Management
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
6
|
|
$9.81M
|
+$334K
|
+28,375
|
+4%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$8.16M
|
+$340K
|
+28,883
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.71M
|
-$1.27M
|
-107,704
|
-14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.31M
|
+$383K
|
+32,524
|
+7%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.55M
|
+$664K
|
+56,478
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
-$21.2K
|
-1,799
|
-0.7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
-$171K
|
-14,560
|
-7%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.12M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.97M
|
+$401K
|
+34,083
|
+26%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$1.91M
|
-$716K
|
-60,836
|
-28%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
-$382K
|
-32,514
|
-17%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.8M
|
+$10.6K
|
+905
|
+0.6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.67M
|
+$57.9K
|
+4,921
|
+4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.67M
|
+$801K
|
+68,093
|
+98%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$1.66M
|
+$269K
|
+22,893
|
+20%
|
|
|
21
|
Park Avenue Securities
New York
|
$1.64M
|
+$30.1K
|
+2,559
|
+2%
|
|
|
22
|
Evolve Private Wealth
Los Angeles,
California
|
$1.18M
|
-$55K
|
-4,674
|
-5%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.17M
|
+$960K
|
+81,648
|
+537%
|
|
|
24
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.05M
|
+$223
|
+19
|
+0%
|
|
|
25
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$935K
|
–
|
–
|
–
|
|
