|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.73M
|
-$45.1K
|
-2,900
|
-2%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$2.19M
|
-$2.08M
|
-134,011
|
-50%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.57M
|
+$965K
|
+62,036
|
+180%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$1.02M
|
–
|
–
|
–
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$748K
|
-$17K
|
-1,091
|
-2%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$546K
|
-$291K
|
-18,675
|
-36%
|
|
|
7
|
|
$471K
|
-$288K
|
-18,499
|
-39%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$360K
|
-$7.78K
|
-500
|
-2%
|
|
|
9
|
|
$315K
|
-$1.01K
|
-65
|
-0.3%
|
|
|
10
|
Segment Wealth Management
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$225K
|
+$23.3K
|
+1,500
|
+12%
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$177K
|
-$76.8K
|
-4,938
|
-31%
|
|
|
13
|
|
$106K
|
+$77.1K
|
+4,959
|
+331%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$39K
|
+$9.55K
|
+614
|
+34%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$33K
|
–
|
–
|
–
|
|
|
16
|
Monetary Management Group
St Louis,
Missouri
|
$29K
|
+$27.2K
|
+1,750
|
New
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$24K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.5K
|
+$12.9K
|
+830
|
New
|
|
|
21
|
Doliver Advisors
Houston,
Texas
|
–
|
-$339K
|
-22,946
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$264K
|
-17,842
|
Closed
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$178K
|
-12,040
|
Closed
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$66K
|
-4,475
|
Closed
|
|
|
25
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$65K
|
-4,365
|
Closed
|
|
