|
1
|
|
$124M
|
+$3.49M
|
+201,702
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
+$2.85M
|
+164,493
|
+22%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$13.8M
|
+$1.93M
|
+111,344
|
+17%
|
|
|
4
|
|
$12.6M
|
-$529K
|
-30,574
|
-4%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$11.5M
|
-$213K
|
-12,299
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$742K
|
+42,846
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.57M
|
+$700K
|
+40,424
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$8.58M
|
-$220K
|
-12,711
|
-3%
|
|
|
9
|
|
$7.47M
|
–
|
–
|
–
|
|
|
10
|
MGO One Seven
Beachwood,
Ohio
|
$6M
|
-$773K
|
-44,659
|
-12%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.49M
|
-$4.5M
|
-260,097
|
-51%
|
|
|
12
|
Peak Planning Group
Centennial,
Colorado
|
$3.89M
|
+$297K
|
+17,133
|
+9%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.79M
|
+$59.3K
|
+3,428
|
+2%
|
|
|
14
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.73M
|
-$3.46K
|
-200
|
-0.1%
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.51M
|
–
|
–
|
–
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.44M
|
+$238K
|
+13,757
|
+8%
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$3.39M
|
+$3.28M
|
+189,196
|
New
|
|
|
18
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.09M
|
+$60.1K
|
+3,469
|
+2%
|
|
|
19
|
Rareview Capital
Las Vegas,
Nevada
|
$2.78M
|
-$154K
|
-8,904
|
-5%
|
|
|
20
|
Magnus Financial Group
New York
|
$2.68M
|
+$590K
|
+34,066
|
+29%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
+$333K
|
+19,257
|
+15%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
+$189K
|
+10,892
|
+8%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.49M
|
+$189K
|
+10,905
|
+9%
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
$2.21M
|
-$323K
|
-18,684
|
-13%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.17M
|
+$111K
|
+6,405
|
+6%
|
|
