|
1
|
Karpus Investment Management
Pittsford,
New York
|
$3.89M
|
-$158K
|
-7,837
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.33M
|
+$744K
|
+36,948
|
+42%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$47.7K
|
+2,370
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
+$376K
|
+18,671
|
+30%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$758K
|
-$1.58M
|
-78,213
|
-66%
|
|
|
6
|
|
$731K
|
+$177K
|
+8,800
|
+29%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$634K
|
–
|
–
|
–
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$457K
|
-$107K
|
-5,318
|
-18%
|
|
|
9
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$435K
|
–
|
–
|
–
|
|
|
10
|
XML Financial
Bethesda,
Maryland
|
$352K
|
+$144K
|
+7,150
|
+61%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$279K
|
–
|
–
|
–
|
|
|
12
|
Logan Stone Capital
Chicago,
Illinois
|
$245K
|
+$72.4K
|
+3,593
|
+37%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$230K
|
+$250K
|
+12,388
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$208K
|
+$226K
|
+11,203
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$198K
|
+$215K
|
+10,650
|
New
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$173K
|
+$14.1K
|
+700
|
+8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$55K
|
-$49.1K
|
-2,436
|
-45%
|
|
|
18
|
Raleigh Capital Management
Cary,
North Carolina
|
$10K
|
+$11.1K
|
+550
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$201
|
+10
|
New
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$372
|
+$403
|
+20
|
New
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$618K
|
-28,200
|
Closed
|
|
|
22
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$250K
|
-11,414
|
Closed
|
|
|
23
|
StrategIQ Financial Group
Merrillville,
Indiana
|
–
|
-$200K
|
-9,140
|
Closed
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
–
|
-$16K
|
-740
|
Closed
|
|
|
25
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$4K
|
-200
|
Closed
|
|
