|
1
|
|
$5.93M
|
+$146K
|
+12,217
|
+3%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$4.47M
|
-$78K
|
-6,544
|
-2%
|
|
|
3
|
|
$1.59M
|
–
|
–
|
–
|
|
|
4
|
|
$1.55M
|
+$1.37M
|
+115,000
|
+1,150%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.07M
|
+$8.25K
|
+692
|
+0.8%
|
|
|
6
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$733K
|
–
|
–
|
–
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$286K
|
+$276K
|
+23,141
|
New
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$254K
|
+$4.35K
|
+365
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$212K
|
+$20.1K
|
+1,684
|
+11%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$149K
|
+$143K
|
+12,034
|
New
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$143K
|
+$15.2K
|
+1,272
|
+12%
|
|
|
12
|
Saba Capital Management
New York
|
$139K
|
-$3.92M
|
-328,526
|
-97%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$131K
|
-$10.3K
|
-864
|
-8%
|
|
|
14
|
ORG Partners
Roanoke,
Indiana
|
$121K
|
-$2.38K
|
-200
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$66K
|
+$18.3K
|
+1,533
|
+39%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$53.4K
|
-$51.9K
|
-4,355
|
-50%
|
|
|
17
|
City Holding Co
Charleston,
West Virginia
|
$51K
|
–
|
–
|
–
|
|
|
18
|
Rockefeller Capital Management
New York
|
$50.2K
|
+$48.3K
|
+4,052
|
New
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$28.4K
|
–
|
–
|
–
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$27K
|
+$26.5K
|
+2,220
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.58K
|
-$6.04K
|
-507
|
-40%
|
|
|
22
|
FNY Investment Advisers
New York
|
$4K
|
–
|
–
|
–
|
|
|
23
|
GAMMA Investing
Foster City,
California
|
$111
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$11
|
–
|
–
|
–
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$160K
|
-13,821
|
Closed
|
|
