|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$12.4M
|
+$1.09M
|
+77,319
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.37M
|
-$40.9K
|
-2,893
|
-0.8%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$3.98M
|
+$181K
|
+12,838
|
+5%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$3.78M
|
+$378K
|
+26,784
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
+$145K
|
+10,258
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
+$275K
|
+19,465
|
+17%
|
|
|
7
|
|
$1.54M
|
-$1.02M
|
-71,890
|
-40%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
-$60.1K
|
-4,256
|
-4%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.25M
|
+$432K
|
+30,558
|
+54%
|
|
|
10
|
Relative Value Partners Group
|
$1.22M
|
-$21.4K
|
-1,516
|
-2%
|
|
|
11
|
VanEck Associates
New York
|
$1.05M
|
+$221K
|
+15,654
|
+27%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$877K
|
–
|
–
|
–
|
|
|
14
|
Realta Investment Advisors
Wilmington,
Delaware
|
$743K
|
–
|
–
|
–
|
|
|
15
|
Financial Enhancement Group
Anderson,
Indiana
|
$514K
|
+$17.9K
|
+1,268
|
+4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$501K
|
+$2.16K
|
+153
|
+0.4%
|
|
|
17
|
WealthBridge Capital Management
Westerville,
Ohio
|
$469K
|
-$1.41K
|
-100
|
-0.3%
|
|
|
18
|
Vivaldi Capital Management
Chicago,
Illinois
|
$431K
|
+$66.9K
|
+4,734
|
+19%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$412K
|
+$113K
|
+7,970
|
+39%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$398K
|
+$7.35K
|
+520
|
+2%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$358K
|
-$1.42M
|
-100,518
|
-80%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$322K
|
+$5.48K
|
+388
|
+2%
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
$321K
|
-$204K
|
-14,448
|
-39%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$311K
|
+$305K
|
+21,618
|
New
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$284K
|
–
|
–
|
–
|
|
