|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$4.9M
|
-$240K
|
-25,614
|
-5%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$1.89M
|
+$297K
|
+31,679
|
+20%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.51M
|
-$292K
|
-31,189
|
-17%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.37M
|
+$1.3M
|
+139,272
|
New
|
|
|
5
|
|
$640K
|
+$144K
|
+15,415
|
+31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$575K
|
-$33.4K
|
-3,566
|
-6%
|
|
|
7
|
Rothschild Investment LLC
Chicago,
Illinois
|
$490K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$332K
|
+$65.1K
|
+6,958
|
+26%
|
|
|
9
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$264K
|
–
|
–
|
–
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$256K
|
+$449
|
+48
|
+0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$191K
|
-$45.2K
|
-4,830
|
-20%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$173K
|
+$8.7K
|
+929
|
+6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
-$10.3K
|
-1,098
|
-7%
|
|
|
14
|
&Partners
Nashville,
Tennessee
|
$123K
|
-$8.55K
|
-913
|
-7%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$121K
|
+$992
|
+106
|
+0.9%
|
|
|
16
|
Wedbush Securities
Los Angeles,
California
|
$114K
|
-$4.21K
|
-450
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$98K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$9.8K
|
–
|
–
|
–
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.91K
|
–
|
–
|
–
|
|
|
22
|
Kaizen Financial Strategies
Campbell,
California
|
–
|
-$712K
|
-75,395
|
Closed
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$413K
|
-43,651
|
Closed
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$240K
|
-25,405
|
Closed
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$133K
|
-14,450
|
Closed
|
|
