|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20.7M
|
-$1.42M
|
-78,780
|
-7%
|
|
|
2
|
|
$6.54M
|
+$168K
|
+9,344
|
+3%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.57M
|
-$493K
|
-27,375
|
-12%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$3.5M
|
-$1.49M
|
-83,001
|
-31%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.09M
|
+$27K
|
+1,497
|
+0.9%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.39M
|
+$546K
|
+30,352
|
+31%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
-$39.4K
|
-2,188
|
-2%
|
|
|
8
|
|
$1.69M
|
+$137K
|
+7,605
|
+9%
|
|
|
9
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$447K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$418K
|
+$1.15K
|
+64
|
+0.3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$350K
|
+$109K
|
+6,080
|
+48%
|
|
|
12
|
|
$274K
|
+$42.8K
|
+2,379
|
+19%
|
|
|
13
|
Aviance Capital Partners
Naples,
Florida
|
$266K
|
+$54K
|
+3,000
|
+27%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$214K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
16
|
|
$11K
|
-$23.2K
|
-1,286
|
-68%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$1.04M
|
-59,510
|
Closed
|
|
|
20
|
Doliver Advisors
Houston,
Texas
|
–
|
-$509K
|
-29,257
|
Closed
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$34K
|
-2,000
|
Closed
|
|
