|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
-$142K
|
-10,138
|
-7%
|
|
|
2
|
|
$975K
|
-$423K
|
-30,108
|
-30%
|
|
|
3
|
|
$787K
|
-$63.9K
|
-4,553
|
-7%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$707K
|
–
|
–
|
–
|
|
|
5
|
NWAM LLC
Mercer Island,
Washington
|
$480K
|
–
|
–
|
–
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$432K
|
+$28.1K
|
+2,000
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$391K
|
+$318K
|
+22,641
|
+426%
|
|
|
8
|
Doliver Advisors
Houston,
Texas
|
$356K
|
+$31.1K
|
+2,216
|
+10%
|
|
|
9
|
Horizon Kinetics
New York
|
$353K
|
–
|
–
|
–
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$309K
|
-$130K
|
-9,234
|
-29%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$256K
|
-$85.7K
|
-6,103
|
-25%
|
|
|
12
|
Focused Wealth Management
Newburgh,
New York
|
$187K
|
+$52.2K
|
+3,720
|
+39%
|
|
|
13
|
Mariner Investment Group
Harrison,
New York
|
$182K
|
-$107K
|
-7,600
|
-37%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
15
|
Joel Isaacson & Co
New York
|
$140K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$108K
|
-$14
|
-1
|
-0%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
-$4.21K
|
-300
|
-4%
|
|
|
18
|
Lazard Asset Management
New York
|
$48K
|
–
|
–
|
–
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$11K
|
+$10.8K
|
+766
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$150K
|
-10,726
|
Closed
|
|
