|
1
|
|
$13.2M
|
+$474K
|
+48,648
|
+4%
|
|
|
2
|
|
$5.94M
|
-$164K
|
-16,861
|
-3%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$5.6M
|
-$1.91M
|
-195,917
|
-26%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$5.44M
|
-$1.61M
|
-165,471
|
-23%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$3.08M
|
+$3.06M
|
+313,778
|
New
|
|
|
6
|
|
$2.79M
|
+$321K
|
+32,879
|
+13%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.07M
|
-$19K
|
-1,954
|
-0.9%
|
|
|
8
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$1.41M
|
-$1.08M
|
-110,294
|
-43%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$1.28M
|
-$429K
|
-43,991
|
-25%
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.26M
|
+$784K
|
+80,458
|
+167%
|
|
|
11
|
Curi RMB Capital
Chicago,
Illinois
|
$1.01M
|
+$739K
|
+75,823
|
+285%
|
|
|
12
|
Mariner Investment Group
Harrison,
New York
|
$988K
|
+$980K
|
+100,500
|
New
|
|
|
13
|
Doliver Advisors
Houston,
Texas
|
$738K
|
-$62.3K
|
-6,386
|
-8%
|
|
|
14
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$654K
|
+$290K
|
+29,725
|
+81%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$627K
|
-$23.3K
|
-2,391
|
-4%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$581K
|
+$29K
|
+2,975
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$446K
|
-$76.7K
|
-7,869
|
-15%
|
|
|
18
|
Cornerstone Advisors
Asheville,
North Carolina
|
$286K
|
+$284K
|
+29,137
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$247K
|
-$15.5K
|
-1,595
|
-6%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$240K
|
-$2.01K
|
-206
|
-0.8%
|
|
|
21
|
Homrich & Berg
Atlanta,
Georgia
|
$236K
|
–
|
–
|
–
|
|
|
22
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$166K
|
+$2.71K
|
+278
|
+2%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$165K
|
+$4.9K
|
+503
|
+3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$163K
|
+$162K
|
+16,631
|
New
|
|
