|
1
|
|
$24.7M
|
-$2.94M
|
-326,496
|
-11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.51M
|
-$269K
|
-29,833
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.6M
|
+$347K
|
+38,548
|
+6%
|
|
|
4
|
|
$3.9M
|
+$215K
|
+23,902
|
+6%
|
|
|
5
|
Relative Value Partners Group
|
$3.43M
|
+$125K
|
+13,917
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.83M
|
-$201K
|
-22,281
|
-7%
|
|
|
7
|
Advisor Group
Phoenix,
Arizona
|
$2.74M
|
+$1.86M
|
+206,500
|
+224%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$2.22M
|
+$452K
|
+50,097
|
+26%
|
|
|
9
|
Virtus ETF Advisers
New York
|
$2.11M
|
+$216K
|
+23,995
|
+12%
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.98M
|
-$167K
|
-18,520
|
-8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
+$304K
|
+33,700
|
+21%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.67M
|
+$487K
|
+54,027
|
+42%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$587K
|
+$225K
|
+24,928
|
+64%
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$582K
|
–
|
–
|
–
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$553K
|
+$214K
|
+23,768
|
+65%
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$539K
|
-$192K
|
-21,322
|
-27%
|
|
|
17
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$459K
|
+$31.5K
|
+3,500
|
+8%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$440K
|
+$431K
|
+47,872
|
New
|
|
|
19
|
City of London Investment Management
London,
United Kingdom
|
$418K
|
+$411K
|
+45,560
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$389K
|
+$108
|
+12
|
+0%
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$338K
|
+$2.7K
|
+300
|
+0.8%
|
|
|
22
|
Cypress Wealth Services
Palm Desert,
California
|
$322K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$313K
|
-$384K
|
-42,621
|
-56%
|
|
|
24
|
|
$262K
|
+$257K
|
+28,514
|
New
|
|
|
25
|
|
$255K
|
–
|
–
|
–
|
|
