|
1
|
Karpus Investment Management
Pittsford,
New York
|
$14.4M
|
-$89.4K
|
-7,963
|
-0.7%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.55M
|
-$167K
|
-14,864
|
-3%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.23M
|
+$110K
|
+9,771
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
+$66.5K
|
+5,924
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.39M
|
+$107K
|
+9,529
|
+9%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$1.24M
|
-$567K
|
-50,557
|
-33%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$757K
|
+$133K
|
+11,853
|
+23%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$492K
|
+$23.7K
|
+2,110
|
+5%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$488K
|
-$116K
|
-10,343
|
-20%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$387K
|
+$366K
|
+32,625
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$334K
|
+$22.7K
|
+2,020
|
+8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$327K
|
+$309K
|
+27,509
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
+$145K
|
+12,966
|
+110%
|
|
|
14
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$217K
|
-$27.3K
|
-2,434
|
-12%
|
|
|
16
|
Clear Creek Financial Management
Silverdale,
Washington
|
$199K
|
-$9.88K
|
-880
|
-5%
|
|
|
17
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$168K
|
+$415
|
+37
|
+0.3%
|
|
|
18
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
19
|
NWF Advisory Services
Los Angeles,
California
|
$133K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$97.6K
|
-$5.66K
|
-504
|
-6%
|
|
|
22
|
|
$94.3K
|
-$9.29K
|
-828
|
-9%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$53K
|
+$797
|
+71
|
+2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6K
|
+$258
|
+23
|
+2%
|
|
|
25
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$28.5K
|
-2,660
|
Closed
|
|
