|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.59M
|
-$83.7K
|
-5,403
|
-3%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.97M
|
-$47K
|
-3,038
|
-2%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$1.73M
|
-$341K
|
-22,043
|
-16%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$956K
|
–
|
–
|
–
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$834K
|
+$114K
|
+7,330
|
+15%
|
|
|
6
|
|
$550K
|
+$23.1K
|
+1,494
|
+4%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$439K
|
+$11.1K
|
+717
|
+3%
|
|
|
8
|
|
$294K
|
–
|
–
|
–
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$292K
|
-$140K
|
-9,050
|
-32%
|
|
|
10
|
Segment Wealth Management
Houston,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
11
|
Curi RMB Capital
Chicago,
Illinois
|
$198K
|
+$201K
|
+12,972
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$188K
|
-$39.8K
|
-2,570
|
-17%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$173K
|
-$74.3K
|
-4,800
|
-30%
|
|
|
14
|
Monetary Management Group
St Louis,
Missouri
|
$107K
|
+$61.9K
|
+4,000
|
+133%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$59K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$58K
|
+$31K
|
+2,000
|
+111%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17K
|
+$17K
|
+1,100
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$13K
|
-850
|
Closed
|
|
