|
1
|
Karpus Investment Management
Pittsford,
New York
|
$9.7M
|
-$4.91M
|
-249,037
|
-34%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.65M
|
-$179K
|
-9,075
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.85M
|
+$322K
|
+16,330
|
+7%
|
|
|
4
|
|
$4.24M
|
-$178K
|
-9,052
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.1M
|
-$3.38M
|
-171,501
|
-46%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
+$59.5K
|
+3,017
|
+3%
|
|
|
7
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.53M
|
+$39.9K
|
+2,024
|
+3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
-$114K
|
-5,795
|
-10%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$960K
|
+$221K
|
+11,200
|
+31%
|
|
|
10
|
Moors & Cabot
Boston,
Massachusetts
|
$879K
|
+$128K
|
+6,500
|
+18%
|
|
|
11
|
Samalin Investment Counsel
Chappaqua,
New York
|
$831K
|
-$81.2K
|
-4,118
|
-9%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$824K
|
+$113K
|
+5,714
|
+16%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$718K
|
+$205K
|
+10,378
|
+41%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$555K
|
+$19.9K
|
+1,010
|
+4%
|
|
|
15
|
Howard Wealth Management
Madison,
Connecticut
|
$541K
|
+$30.8K
|
+1,565
|
+6%
|
|
|
16
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$465K
|
–
|
–
|
–
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$462K
|
+$10.5K
|
+534
|
+2%
|
|
|
18
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$417K
|
-$551K
|
-27,957
|
-57%
|
|
|
19
|
XML Financial
Bethesda,
Maryland
|
$410K
|
+$29.6K
|
+1,500
|
+8%
|
|
|
20
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
21
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$297K
|
+$290K
|
+14,717
|
New
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$281K
|
-$3.49K
|
-177
|
-1%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$124K
|
+$121K
|
+6,150
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$119K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$98K
|
+$39.4K
|
+2,000
|
+70%
|
|
