|
1
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.28M
|
+$2.35M
|
+159,344
|
+121%
|
|
|
2
|
|
$3.21M
|
-$616K
|
-41,792
|
-16%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.94M
|
+$112K
|
+7,598
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.91M
|
-$5.73K
|
-389
|
-0.2%
|
|
|
5
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2.89M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
-$2.5K
|
-170
|
-0.2%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.5M
|
+$1.5M
|
+101,846
|
New
|
|
|
8
|
Oppenheimer & Co
New York
|
$605K
|
-$38.6K
|
-2,620
|
-6%
|
|
|
9
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$564K
|
-$6.33K
|
-430
|
-1%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$536K
|
+$250K
|
+16,984
|
+87%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$475K
|
+$3.9K
|
+265
|
+0.8%
|
|
|
12
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$364K
|
+$365K
|
+24,802
|
New
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$363K
|
-$4.3K
|
-292
|
-1%
|
|
|
14
|
River Street Advisors
Aurora,
Illinois
|
$357K
|
–
|
–
|
–
|
|
|
15
|
TT Capital Management
Coto De Caza,
California
|
$251K
|
–
|
–
|
–
|
|
|
16
|
&Partners
Nashville,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$227K
|
+$44.6K
|
+3,029
|
+24%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$218K
|
-$10.3K
|
-700
|
-5%
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$189K
|
+$103
|
+7
|
+0.1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$159K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$36.7K
|
–
|
–
|
–
|
|
|
22
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$17.6K
|
+$17.7K
|
+1,200
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$11.4K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$100K
|
-6,900
|
Closed
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$22.8K
|
-1,572
|
Closed
|
|
