|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.76M
|
-$429K
|
-33,397
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
-$218K
|
-17,013
|
-14%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.35M
|
+$77.7K
|
+6,049
|
+6%
|
|
|
4
|
|
$655K
|
+$84.8K
|
+6,603
|
+15%
|
|
|
5
|
|
$640K
|
-$25.1K
|
-1,955
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$405K
|
-$72.1K
|
-5,617
|
-15%
|
|
|
7
|
Edge Wealth Management
New York
|
$387K
|
+$77K
|
+6,000
|
+25%
|
|
|
8
|
Doliver Advisors
Houston,
Texas
|
$368K
|
-$76.9K
|
-5,990
|
-17%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$257K
|
+$257K
|
+20,000
|
New
|
|
|
10
|
TFS Capital
West Chester,
Pennsylvania
|
$231K
|
+$231K
|
+17,963
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$171K
|
-$35.9K
|
-2,799
|
-17%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$158K
|
+$157K
|
+12,248
|
New
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$153K
|
+$153K
|
+11,890
|
New
|
|
|
14
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$138K
|
-$82.8K
|
-6,453
|
-38%
|
|
|
15
|
Gary Goldberg Planning Services
Suffern,
New York
|
$109K
|
+$1.67K
|
+130
|
+2%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$104K
|
-$62.9K
|
-4,900
|
-38%
|
|
|
17
|
|
$73K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$62K
|
–
|
–
|
–
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$53K
|
+$53.5K
|
+4,167
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35K
|
-$15.1K
|
-1,173
|
-30%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$32K
|
–
|
–
|
–
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
24
|
1919 Investment Counsel
Baltimore,
Maryland
|
$20K
|
–
|
–
|
–
|
|
|
25
|
|
$17K
|
+$17.1K
|
+1,333
|
New
|
|
