|
1
|
|
$12.7M
|
-$693K
|
-35,140
|
-5%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$9.11M
|
+$4M
|
+202,635
|
+87%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$5.89M
|
-$111K
|
-5,632
|
-2%
|
|
|
4
|
Cornerstone Advisors
Asheville,
North Carolina
|
$4.59M
|
-$270K
|
-13,710
|
-6%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.47M
|
+$426K
|
+21,581
|
+22%
|
|
|
6
|
|
$2.39M
|
+$111K
|
+5,612
|
+5%
|
|
|
7
|
|
$1.56M
|
-$1.72M
|
-87,260
|
-54%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.5M
|
-$341K
|
-17,291
|
-19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
-$85.7K
|
-4,344
|
-7%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.14M
|
–
|
–
|
–
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$995K
|
+$188K
|
+9,509
|
+25%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$850K
|
+$409K
|
+20,744
|
+104%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$629K
|
+$52.9K
|
+2,684
|
+10%
|
|
|
14
|
American International Group
New York
|
$623K
|
+$30K
|
+1,520
|
+5%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$592K
|
-$309K
|
-15,684
|
-36%
|
|
|
16
|
DRW Securities
Chicago,
Illinois
|
$367K
|
-$161K
|
-8,170
|
-32%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$226K
|
+$45.4K
|
+2,300
|
+27%
|
|
|
18
|
Advisors Asset Management
Monument,
Colorado
|
$225K
|
-$355K
|
-17,996
|
-63%
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$223K
|
-$1.12M
|
-56,595
|
-84%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$89K
|
+$552
|
+28
|
+0.7%
|
|
|
22
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$84K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$54K
|
+$51.3K
|
+2,600
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$27K
|
+$26.4K
|
+1,340
|
New
|
|
|
25
|
Gary Goldberg Planning Services
Suffern,
New York
|
$21K
|
–
|
–
|
–
|
|
