|
1
|
Karpus Investment Management
Pittsford,
New York
|
$4.76M
|
-$266K
|
-11,600
|
-5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.61M
|
+$317K
|
+13,803
|
+13%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.31M
|
-$1.03M
|
-45,023
|
-30%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.94M
|
+$241K
|
+10,502
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
+$77K
|
+3,356
|
+6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$747K
|
–
|
–
|
–
|
|
|
7
|
|
$669K
|
+$38.4K
|
+1,673
|
+6%
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$655K
|
-$5.71K
|
-249
|
-0.8%
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$618K
|
+$647K
|
+28,200
|
New
|
|
|
10
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$513K
|
+$388K
|
+16,904
|
+264%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$329K
|
–
|
–
|
–
|
|
|
12
|
XML Financial
Bethesda,
Maryland
|
$258K
|
+$45.9K
|
+2,000
|
+20%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
$250K
|
+$262K
|
+11,414
|
New
|
|
|
14
|
Logan Stone Capital
Chicago,
Illinois
|
$210K
|
+$220K
|
+9,582
|
New
|
|
|
15
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$200K
|
+$210K
|
+9,140
|
New
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$188K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
-$89.4K
|
-3,898
|
-42%
|
|
|
18
|
CVA Family Office
Denver,
Colorado
|
$16K
|
+$17K
|
+740
|
New
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$4K
|
+$4.59K
|
+200
|
New
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$28.1K
|
-1,200
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$23
|
+1
|
New
|
|
