|
1
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$578K
|
-$39.9K
|
-4,873
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$352K
|
-$20K
|
-2,444
|
-6%
|
|
|
3
|
Yakira Capital Management
Westport,
Connecticut
|
$328K
|
+$313K
|
+38,215
|
New
|
|
|
4
|
Millennium Management
New York
|
$266K
|
+$253K
|
+30,958
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$251K
|
+$8
|
+1
|
+0%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$232K
|
+$222K
|
+27,159
|
New
|
|
|
7
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$206K
|
-$115K
|
-14,118
|
-37%
|
|
|
8
|
SeaCrest Wealth Management
Purchase,
New York
|
$165K
|
+$157K
|
+19,161
|
New
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$144K
|
–
|
–
|
–
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$113K
|
+$107K
|
+13,100
|
New
|
|
|
11
|
|
$108K
|
-$8.24K
|
-1,007
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
+$9.02K
|
+1,102
|
+15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43K
|
-$9.6K
|
-1,171
|
-19%
|
|
|
14
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$24K
|
+$23.6K
|
+2,888
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11K
|
+$1.66K
|
+203
|
+21%
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
+$9.41K
|
+1,150
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Winmill & Co
Walpole,
New Hampshire
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Diversified
Wilmington,
Delaware
|
$2K
|
+$2.13K
|
+260
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$572K
|
-68,409
|
Closed
|
|
|
23
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$328K
|
-39,338
|
Closed
|
|
|
24
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$4K
|
-500
|
Closed
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$2.5K
|
-300
|
Closed
|
|
