|
1
|
|
$1.88M
|
+$486K
|
+31,422
|
+35%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$1.51M
|
–
|
–
|
–
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.05M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$504K
|
-$22.2K
|
-1,437
|
-4%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$489K
|
+$92.6K
|
+5,988
|
+23%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$480K
|
+$63.6K
|
+4,115
|
+15%
|
|
|
7
|
Certuity
North Palm Beach,
Florida
|
$385K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$337K
|
+$89.8K
|
+5,808
|
+36%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$305K
|
+$61.8K
|
+4,000
|
+25%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$282K
|
–
|
–
|
–
|
|
|
11
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$265K
|
-$96.1K
|
-6,214
|
-27%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$204K
|
-$52.2K
|
-3,374
|
-20%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$184K
|
-$38.6K
|
-2,500
|
-17%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$146K
|
+$541
|
+35
|
+0.4%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$107K
|
+$108K
|
+6,960
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$52K
|
–
|
–
|
–
|
|
|
17
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$34K
|
+$15.5K
|
+1,000
|
+83%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$29K
|
-$11.6K
|
-750
|
-29%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
+$16.8K
|
+1,086
|
+217%
|
|
|
21
|
|
$23K
|
–
|
–
|
–
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$20K
|
+$20.1K
|
+1,300
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$176K
|
-11,269
|
Closed
|
|
