|
1
|
Wells Fargo
San Francisco,
California
|
$9.08M
|
-$9.34K
|
-501
|
-0.1%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.47M
|
-$35.4K
|
-1,900
|
-0.4%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$3.83M
|
+$3.16M
|
+169,664
|
+597%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$745K
|
–
|
–
|
–
|
|
|
5
|
|
$305K
|
+$49.6K
|
+2,661
|
+20%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$213K
|
-$65.4K
|
-3,510
|
-24%
|
|
|
7
|
Lazard Asset Management
New York
|
$166K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$164K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142K
|
-$23.1K
|
-1,239
|
-14%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$69K
|
–
|
–
|
–
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$68K
|
–
|
–
|
–
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
13
|
First Personal Financial Services
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$30K
|
-$10.6K
|
-570
|
-27%
|
|
|
16
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$29K
|
+$19.8K
|
+1,064
|
+225%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Harfst & Associates
Sheridan,
Wyoming
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Watermark Asset Management
San Ramon,
California
|
$10K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
