|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$5.97M
|
-$535K
|
-44,554
|
-8%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.26M
|
+$550K
|
+45,858
|
+33%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.02M
|
-$353K
|
-29,380
|
-15%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.9M
|
+$47.2K
|
+3,933
|
+3%
|
|
|
5
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.7M
|
+$71K
|
+5,915
|
+4%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$1.69M
|
-$720K
|
-60,000
|
-30%
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.08M
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$806K
|
+$797K
|
+66,426
|
New
|
|
|
9
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$708K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$613K
|
+$67.2K
|
+5,604
|
+12%
|
|
|
11
|
SFI Advisors
Montclair,
New Jersey
|
$560K
|
+$556K
|
+46,333
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$487K
|
+$7.92K
|
+660
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$405K
|
+$27K
|
+2,254
|
+7%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$360K
|
–
|
–
|
–
|
|
|
15
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$359K
|
-$996
|
-83
|
-0.3%
|
|
|
16
|
|
$331K
|
-$8.59K
|
-716
|
-3%
|
|
|
17
|
Aviance Capital Partners
Naples,
Florida
|
$325K
|
+$4.99K
|
+416
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$311K
|
+$35.7K
|
+2,979
|
+13%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$301K
|
+$37.6K
|
+3,130
|
+14%
|
|
|
20
|
Martin Capital Partners
Eugene,
Oregon
|
$275K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$263K
|
-$114K
|
-9,532
|
-30%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
23
|
FMB Wealth Management
Westlake Village,
California
|
$239K
|
–
|
–
|
–
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$232K
|
+$231K
|
+19,229
|
New
|
|
|
25
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$201K
|
+$4.68K
|
+390
|
+2%
|
|
