|
1
|
Tortoise Investment Management
White Plains,
New York
|
$2.33M
|
-$46.6K
|
-3,300
|
-2%
|
|
|
2
|
|
$909K
|
+$98.1K
|
+6,950
|
+12%
|
|
|
3
|
Relative Value Partners Group
|
$582K
|
-$151K
|
-10,676
|
-21%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$256K
|
-$18.4K
|
-1,300
|
-7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
+$7.06K
|
+500
|
+3%
|
|
|
6
|
Atlas Private Wealth Management
Albany,
New York
|
$152K
|
–
|
–
|
–
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$138K
|
+$22.8K
|
+1,613
|
+20%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$106K
|
–
|
–
|
–
|
|
|
10
|
Next Financial Group
Houston,
Texas
|
$99K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
-$28.2K
|
-1,994
|
-42%
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$38.7K
|
–
|
–
|
–
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$29K
|
+$29.6K
|
+2,095
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
–
|
–
|
–
|
|
|
15
|
Concord Wealth Partners
Abingdon,
Virginia
|
$18K
|
–
|
–
|
–
|
|
|
16
|
|
$17K
|
–
|
–
|
–
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$17K
|
+$17K
|
+1,202
|
New
|
|
|
18
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$95K
|
-6,750
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$47.8K
|
-3,388
|
-100%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
–
|
-$5.44K
|
-375
|
Closed
|
|
