|
1
|
|
$3.04M
|
+$204K
|
+20,157
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$47.5K
|
-4,696
|
-2%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$2.41M
|
+$113K
|
+11,174
|
+5%
|
|
|
4
|
Penbrook Management
New York
|
$2.14M
|
–
|
–
|
–
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$1.28M
|
-$1.14M
|
-112,662
|
-47%
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$633K
|
-$313K
|
-30,916
|
-33%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$612K
|
+$209K
|
+20,678
|
+51%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$533K
|
+$156K
|
+15,361
|
+41%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$504K
|
+$2.76K
|
+273
|
+0.5%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$451K
|
+$86.8K
|
+8,572
|
+24%
|
|
|
11
|
1607 Capital Partners
Richmond,
Virginia
|
$421K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$406K
|
+$1.9K
|
+188
|
+0.5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$394K
|
+$37.7K
|
+3,723
|
+10%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$317K
|
+$113K
|
+11,205
|
+55%
|
|
|
15
|
Lenox Wealth Advisors
New York
|
$311K
|
–
|
–
|
–
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$311K
|
+$314K
|
+31,000
|
New
|
|
|
17
|
Realta Investment Advisors
Wilmington,
Delaware
|
$282K
|
–
|
–
|
–
|
|
|
18
|
|
$232K
|
+$235K
|
+23,185
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$217K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$213K
|
-$140K
|
-13,783
|
-39%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$198K
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$175K
|
+$177K
|
+17,500
|
New
|
|
|
23
|
Oppenheimer & Co
New York
|
$170K
|
–
|
–
|
–
|
|
|
24
|
Atlas Private Wealth Management
Albany,
New York
|
$168K
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$160K
|
–
|
–
|
–
|
|
