|
1
|
|
$8.68M
|
+$857K
|
+97,487
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.49M
|
+$1.16M
|
+131,616
|
+22%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$6.1M
|
+$425K
|
+48,274
|
+7%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.94M
|
-$1.25M
|
-142,623
|
-17%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$5.74M
|
-$214K
|
-24,293
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.9M
|
-$194K
|
-22,097
|
-4%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$4.1M
|
+$416K
|
+47,285
|
+11%
|
|
|
8
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.09M
|
–
|
–
|
–
|
|
|
9
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.45M
|
+$502K
|
+57,113
|
+26%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$1.76M
|
-$158K
|
-18,018
|
-8%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
+$971K
|
+110,452
|
+201%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$131K
|
+14,914
|
+11%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
14
|
Regatta Capital Group
El Segundo,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
15
|
Sweeney & Michel
Chico,
California
|
$1.07M
|
+$1.09M
|
+123,918
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$984K
|
+$214K
|
+24,327
|
+28%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$803K
|
-$103K
|
-11,763
|
-11%
|
|
|
18
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$741K
|
-$14.2K
|
-1,613
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$508K
|
+$144K
|
+16,399
|
+40%
|
|
|
20
|
Sterling Group Wealth Management
Pasadena,
California
|
$476K
|
-$2.78M
|
-316,554
|
-85%
|
|
|
21
|
Osborne Partners Capital Management
San Francisco,
California
|
$423K
|
–
|
–
|
–
|
|
|
22
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$343K
|
–
|
–
|
–
|
|
|
23
|
Fortress Wealth Management
Culver City,
California
|
$308K
|
+$308K
|
+35,000
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
-$69.2K
|
-7,864
|
-20%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$275K
|
-$18.6K
|
-2,115
|
-6%
|
|
