|
1
|
Karpus Investment Management
Pittsford,
New York
|
$10M
|
+$2.3M
|
+157,558
|
+30%
|
|
|
2
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.75M
|
-$135K
|
-9,267
|
-3%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$2.68M
|
+$59.3K
|
+4,069
|
+2%
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.41M
|
-$188K
|
-12,901
|
-7%
|
|
|
5
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1.95M
|
-$136K
|
-9,346
|
-7%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$438K
|
+$74.3K
|
+5,100
|
+20%
|
|
|
7
|
Yakira Capital Management
Westport,
Connecticut
|
$335K
|
-$24.3K
|
-1,668
|
-7%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$254K
|
-$122K
|
-8,349
|
-32%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$250K
|
-$21.3K
|
-1,461
|
-8%
|
|
|
10
|
Centric Wealth Management
Chicago,
Illinois
|
$221K
|
+$174K
|
+11,918
|
New
|
|
|
11
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$213K
|
+$213K
|
+14,647
|
New
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$204K
|
-$377K
|
-25,859
|
-65%
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$200K
|
+$3.53K
|
+242
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$180K
|
-$204K
|
-13,985
|
-53%
|
|
|
15
|
6 Meridian
Wichita,
Kansas
|
$149K
|
-$18K
|
-1,233
|
-11%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$539
|
+37
|
+22%
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.36K
|
-$175
|
-12
|
-7%
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
-$175
|
-12
|
-7%
|
|
|
19
|
DWM Financial Group
Palatine,
Illinois
|
–
|
-$2.13M
|
-145,975
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$281K
|
-19,324
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$45K
|
-3,124
|
Closed
|
|
