|
1
|
Karpus Investment Management
Pittsford,
New York
|
$7.75M
|
+$3.04M
|
+204,256
|
+62%
|
|
|
2
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.89M
|
-$154K
|
-10,341
|
-4%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$2.63M
|
-$2.96M
|
-199,038
|
-52%
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.59M
|
+$2.46M
|
+165,490
|
+1,322%
|
|
|
5
|
DWM Financial Group
Palatine,
Illinois
|
$2.13M
|
+$2.17M
|
+145,975
|
New
|
|
|
6
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2.09M
|
-$150K
|
-10,058
|
-7%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$581K
|
+$594K
|
+39,915
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$382K
|
-$758K
|
-50,917
|
-66%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$376K
|
+$384K
|
+25,815
|
New
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$364K
|
+$10.6K
|
+715
|
+3%
|
|
|
11
|
Yakira Capital Management
Westport,
Connecticut
|
$360K
|
-$24.7K
|
-1,657
|
-6%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$281K
|
-$588K
|
-39,454
|
-67%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$272K
|
-$37.1K
|
-2,488
|
-12%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$199K
|
+$3.2K
|
+215
|
+2%
|
|
|
15
|
6 Meridian
Wichita,
Kansas
|
$167K
|
+$171K
|
+11,472
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$33.8K
|
+2,271
|
+266%
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.54K
|
–
|
–
|
–
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.49K
|
+167
|
New
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$2M
|
-126,192
|
Closed
|
|
|
21
|
Boys Arnold & Co
Asheville,
North Carolina
|
–
|
-$684K
|
-43,202
|
Closed
|
|
|
22
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$221K
|
-11,918
|
Closed
|
|
|
23
|
|
–
|
-$3K
|
-200
|
Closed
|
|
