|
1
|
Tortoise Investment Management
White Plains,
New York
|
$2.15M
|
-$124K
|
-8,722
|
-5%
|
|
|
2
|
|
$960K
|
+$73.9K
|
+5,204
|
+8%
|
|
|
3
|
Relative Value Partners Group
|
$444K
|
-$128K
|
-9,005
|
-22%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$240K
|
-$4.71K
|
-332
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$225K
|
-$25.5K
|
-1,800
|
-10%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$182K
|
+$187K
|
+13,144
|
New
|
|
|
7
|
Atlas Private Wealth Management
Albany,
New York
|
$148K
|
–
|
–
|
–
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$139K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$125K
|
+$128K
|
+9,000
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$119K
|
-$16.7K
|
-1,175
|
-12%
|
|
|
11
|
Next Financial Group
Houston,
Texas
|
$106K
|
+$9.94K
|
+700
|
+10%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$106K
|
+$79.7K
|
+5,617
|
+268%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$104K
|
–
|
–
|
–
|
|
|
14
|
Lee Financial
Dallas,
Texas
|
$41K
|
+$42.2K
|
+2,971
|
New
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$37.8K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
-$14.1K
|
-995
|
-36%
|
|
|
18
|
Concord Wealth Partners
Abingdon,
Virginia
|
$17K
|
–
|
–
|
–
|
|
|
19
|
|
$14K
|
+$14.3K
|
+1,011
|
New
|
|
|
20
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5K
|
+$4.92K
|
+347
|
New
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$17K
|
-1,202
|
Closed
|
|
|
22
|
|
–
|
-$17K
|
-1,200
|
Closed
|
|
|
23
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$5K
|
-376
|
Closed
|
|
