|
1
|
|
$110M
|
-$4.43M
|
-292,180
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$630K
|
-41,566
|
-5%
|
|
|
3
|
|
$12M
|
+$109K
|
+7,197
|
+1%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$10.8M
|
+$693K
|
+45,787
|
+7%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$10.7M
|
-$371K
|
-24,495
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.6M
|
-$1.46M
|
-96,067
|
-15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.32M
|
-$66.2K
|
-4,368
|
-0.8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.05M
|
+$1.53M
|
+101,167
|
+26%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.99M
|
+$2.11M
|
+139,594
|
+40%
|
|
|
10
|
|
$6.8M
|
–
|
–
|
–
|
|
|
11
|
MGO One Seven
Beachwood,
Ohio
|
$6.19M
|
+$5.48M
|
+361,707
|
+2,012%
|
|
|
12
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.39M
|
+$3.15M
|
+208,098
|
New
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.39M
|
+$156K
|
+10,327
|
+5%
|
|
|
14
|
Peak Planning Group
Centennial,
Colorado
|
$3.26M
|
+$72.1K
|
+4,758
|
+2%
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.2M
|
–
|
–
|
–
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.91M
|
+$595K
|
+39,256
|
+28%
|
|
|
17
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.75M
|
+$225K
|
+14,847
|
+10%
|
|
|
18
|
Rareview Capital
Las Vegas,
Nevada
|
$2.68M
|
+$2.49M
|
+164,150
|
New
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.49M
|
+$1.87M
|
+123,608
|
+426%
|
|
|
20
|
Shaker Financial Services
Arlington,
Virginia
|
$2.34M
|
+$267K
|
+17,638
|
+14%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$2.17M
|
+$70.4K
|
+4,646
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$36K
|
+2,374
|
+2%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.09M
|
+$310K
|
+20,491
|
+19%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.06M
|
+$293K
|
+19,320
|
+18%
|
|
|
25
|
Magnus Financial Group
New York
|
$1.89M
|
+$1.75M
|
+115,596
|
New
|
|
