|
1
|
|
$41M
|
-$1.36M
|
-144,571
|
-3%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.9M
|
-$1.36M
|
-144,880
|
-7%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$9.8M
|
+$7.06M
|
+750,391
|
+259%
|
|
|
4
|
Relative Value Partners Group
|
$8.48M
|
+$1.47M
|
+155,909
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.59M
|
-$1.44M
|
-153,516
|
-16%
|
|
|
6
|
Bramshill Investments
Naples,
Florida
|
$5.13M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
+$978
|
+104
|
+0%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$4.53M
|
+$44.2K
|
+4,700
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.58M
|
+$500K
|
+53,165
|
+16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.13M
|
-$501K
|
-53,300
|
-14%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$2.68M
|
-$1.61M
|
-171,032
|
-38%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.25M
|
-$27.4K
|
-2,911
|
-1%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.65M
|
+$1.26M
|
+134,131
|
+326%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$1.65M
|
-$803K
|
-85,444
|
-33%
|
|
|
16
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$1.29M
|
+$383K
|
+40,751
|
+42%
|
|
|
17
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.29M
|
-$850K
|
-90,385
|
-40%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$1.24M
|
+$1.23M
|
+131,196
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$916K
|
-$36.1K
|
-3,838
|
-4%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$908K
|
-$61.4K
|
-6,525
|
-6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$848K
|
-$48.9K
|
-5,198
|
-5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$824K
|
+$674K
|
+71,624
|
+453%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$633K
|
-$3.69K
|
-392
|
-0.6%
|
|
|
24
|
|
$608K
|
-$65.8K
|
-7,000
|
-10%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$580K
|
+$254K
|
+26,966
|
+78%
|
|
