|
1
|
Karpus Investment Management
Pittsford,
New York
|
$55M
|
-$775K
|
-62,445
|
-1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$32.3M
|
+$3.6M
|
+290,547
|
+13%
|
|
|
3
|
|
$27.4M
|
-$680K
|
-54,794
|
-2%
|
|
|
4
|
Atlas Wealth
Cincinnati,
Ohio
|
$10.1M
|
+$10.2M
|
+818,837
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.64M
|
-$215K
|
-17,323
|
-2%
|
|
|
6
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.37M
|
+$174K
|
+14,039
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.35M
|
+$114K
|
+9,213
|
+4%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.85M
|
-$7.55K
|
-609
|
-0.3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
+$39.1K
|
+3,149
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$35.4K
|
+2,850
|
+2%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.42M
|
+$3.16K
|
+255
|
+0.2%
|
|
|
12
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$1.04M
|
+$1.04M
|
+84,071
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$946K
|
-$228K
|
-18,363
|
-19%
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$774K
|
+$10.2K
|
+825
|
+1%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$654K
|
+$137K
|
+11,063
|
+26%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$595K
|
+$12.6K
|
+1,015
|
+2%
|
|
|
18
|
Landscape Capital Management
Englewood,
New Jersey
|
$373K
|
-$140K
|
-11,264
|
-27%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$309K
|
+$286K
|
+23,065
|
+1,194%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$301K
|
–
|
–
|
–
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$248K
|
-$149K
|
-11,995
|
-37%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$208K
|
+$48.5K
|
+3,906
|
+30%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$205K
|
+$46.4K
|
+3,740
|
+29%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$202K
|
-$4.47K
|
-360
|
-2%
|
|
|
25
|
SFI Advisors
Montclair,
New Jersey
|
$171K
|
-$531K
|
-42,813
|
-76%
|
|
