|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20.7M
|
-$320K
|
-18,780
|
-2%
|
|
|
2
|
|
$5.97M
|
+$558K
|
+32,818
|
+11%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$4.73M
|
+$307K
|
+18,062
|
+7%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.82M
|
-$33.5K
|
-1,971
|
-0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
-$22K
|
-1,294
|
-0.8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
+$53.4K
|
+3,140
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.71M
|
+$805K
|
+47,320
|
+93%
|
|
|
8
|
|
$1.46M
|
+$60.1K
|
+3,530
|
+4%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$1.04M
|
–
|
–
|
–
|
|
|
10
|
Doliver Advisors
Houston,
Texas
|
$509K
|
+$253K
|
+14,875
|
+103%
|
|
|
11
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$418K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$390K
|
-$30.4K
|
-1,785
|
-7%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$222K
|
+$217K
|
+12,765
|
New
|
|
|
14
|
|
$215K
|
+$210K
|
+12,363
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$200K
|
+$20.4K
|
+1,200
|
+12%
|
|
|
16
|
Aviance Capital Partners
Naples,
Florida
|
$197K
|
-$8.08K
|
-475
|
-4%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34K
|
-$51.1K
|
-3,000
|
-60%
|
|
|
18
|
|
$33K
|
+$9.15K
|
+538
|
+40%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8K
|
-$15.8K
|
-931
|
-68%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
+$4.24K
|
+249
|
New
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$243K
|
-13,812
|
Closed
|
|
|
23
|
AQR Capital Management
Greenwich,
Connecticut
|
–
|
-$228K
|
-12,966
|
Closed
|
|
|
24
|
Barclays
London,
United Kingdom
|
–
|
-$184K
|
-10,801
|
Closed
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$129K
|
-7,300
|
Closed
|
|
