|
1
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
-$236K
|
-18,064
|
-4%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$4.4M
|
+$323K
|
+24,772
|
+8%
|
|
|
3
|
|
$4.17M
|
-$230K
|
-17,648
|
-5%
|
|
|
4
|
|
$2.52M
|
+$370K
|
+28,326
|
+18%
|
|
|
5
|
|
$2.52M
|
-$278K
|
-21,291
|
-10%
|
|
|
6
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.33M
|
-$342K
|
-26,209
|
-13%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$2.25M
|
-$1.24M
|
-95,159
|
-37%
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.95M
|
+$1.28M
|
+97,805
|
+220%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.66M
|
-$577K
|
-44,199
|
-27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.41M
|
-$155K
|
-11,897
|
-10%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.16M
|
+$398K
|
+30,455
|
+56%
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$751K
|
+$7.65K
|
+586
|
+1%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$657K
|
+$188K
|
+14,389
|
+43%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$526K
|
+$501K
|
+38,362
|
New
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$459K
|
–
|
–
|
–
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$438K
|
+$162K
|
+12,412
|
+64%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$431K
|
+$238K
|
+18,226
|
+138%
|
|
|
18
|
Boothbay Fund Management
New York
|
$406K
|
+$386K
|
+29,596
|
New
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$307K
|
+$41.8K
|
+3,202
|
+17%
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$300K
|
+$6.28K
|
+481
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$290K
|
+$12.8K
|
+980
|
+5%
|
|
|
22
|
Oppenheimer & Co
New York
|
$250K
|
+$83.8K
|
+6,416
|
+54%
|
|
|
23
|
Telos Capital Management
San Diego,
California
|
$228K
|
+$217K
|
+16,648
|
New
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$193K
|
-$131K
|
-10,000
|
-41%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191K
|
+$11.8K
|
+900
|
+7%
|
|
