|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.97M
|
-$3.17M
|
-409,279
|
-52%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
-$55K
|
-7,092
|
-3%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$893K
|
+115,194
|
+228%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.28M
|
-$515K
|
-66,344
|
-29%
|
|
|
5
|
Relative Value Partners Group
|
$1.12M
|
-$2.54M
|
-327,745
|
-70%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$829K
|
-$117K
|
-15,138
|
-13%
|
|
|
7
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$561K
|
+$4.87K
|
+628
|
+0.9%
|
|
|
8
|
Access Financial Services
Minneapolis,
Minnesota
|
$553K
|
–
|
–
|
–
|
|
|
9
|
|
$441K
|
+$389K
|
+50,220
|
+960%
|
|
|
10
|
Almitas Capital
Santa Monica,
California
|
$281K
|
-$551K
|
-71,006
|
-67%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$253K
|
-$4.61K
|
-595
|
-2%
|
|
|
12
|
Financial Network Wealth Advisors
Murray,
Utah
|
$252K
|
+$246K
|
+31,757
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
+$86.4K
|
+11,136
|
+55%
|
|
|
14
|
Sea Otter Advisors
Miami,
Florida
|
$199K
|
+$194K
|
+25,000
|
New
|
|
|
15
|
Centaurus Financial
Anaheim,
California
|
$181K
|
+$176K
|
+22,709
|
New
|
|
|
16
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$180K
|
+$3.08K
|
+397
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$131K
|
-$98.2K
|
-12,657
|
-44%
|
|
|
19
|
SageView Advisory Group
Newport Beach,
California
|
$95.9K
|
+$95.1K
|
+12,262
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$79.7K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.84K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$4
|
-$8
|
-1
|
Closed
|
|
|
24
|
CSS LLC
Chicago,
Illinois
|
–
|
-$291K
|
-35,616
|
Closed
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$8.18K
|
-1,000
|
Closed
|
|
