|
1
|
|
$738K
|
-$379K
|
-27,156
|
-34%
|
|
|
2
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$392K
|
+$390K
|
+28,000
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$361K
|
+$73.8K
|
+5,293
|
+26%
|
|
|
4
|
|
$353K
|
+$352K
|
+25,268
|
New
|
|
|
5
|
Relative Value Partners Group
|
$337K
|
-$18.8K
|
-1,350
|
-5%
|
|
|
6
|
Winfield Associates
Cleveland,
Ohio
|
$224K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$218K
|
-$2.51K
|
-180
|
-1%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$191K
|
-$5.31K
|
-381
|
-3%
|
|
|
9
|
Landscape Capital Management
Englewood,
New Jersey
|
$185K
|
-$61.7K
|
-4,422
|
-25%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
+$7.29K
|
+523
|
+5%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$150K
|
–
|
–
|
–
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$78K
|
+$77.4K
|
+5,551
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$35K
|
–
|
–
|
–
|
|
|
15
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
16
|
|
$31K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
+$13.9K
|
+1,000
|
+143%
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$18K
|
–
|
–
|
–
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$327K
|
-23,460
|
Closed
|
|
|
21
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$166K
|
-11,900
|
Closed
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
–
|
-$98K
|
-7,000
|
Closed
|
|
|
23
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$14K
|
-1,000
|
Closed
|
|
